| No headlines available for LEVIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 8.26M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.72% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 543 | | % Rank in Category (ytd): | 42% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund invests primarily in equities of large U.S. companies with market capitalization generally in the range of companies included in the Russell 1000 Value index. It normally invests at least 80% of assets in equities of U.S. companies. The fund may invest up to 10% of assets in non-U.S. equities that trade in U.S. markets. It may engage, to a limited extent, in various investment techniques, such as lending portfolio securities. | | | Fund Profile |
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