| No headlines available for LSVEX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 1.68B | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.55% | | 5y Avg Return: | -0.10% | | Rank in Category (ytd): | 659 | | % Rank in Category (ytd): | 50.97% | | Beta (3y): | 1.16 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund primarily invests at least 80% of net assets in equity securities of large U.S. companies, which are undervalued in the marketplace at the time of purchase and have potential for near-term appreciation in the Adviser's opinion. It may also invest to a lesser extent in common stocks of such undervalued companies with small market capitalizations. The fund uses a strictly quantitative investment model to make investment decisions. It is expected to experience a low level of portfolio turnover. | | | Fund Profile |
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0.18 (1.55%) 
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