| No headlines available for LIMAX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 41.67M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.04% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1327 | | % Rank in Category (ytd): | 72.99% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to provide principal preservation and long-term capital appreciation is a secondary consideration. The fund normally invests in the common stocks of approximately 15 to 25 mid-and large-cap companies (market capitalizations greater than $1 billion) with a sustainable competitive advantage. It may from time to time purchase a common stock that does not meet these criteria if the stock represents a particularly attractive investment opportunity. The fund may invest 25% or more of net assets in one or more industries. It is nondiversified. | | | Fund Profile |
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