| No headlines available for LSVPX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 27.45M | | Category: | Large Value | | Total Expense Ratio: | 0.35% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 16.99% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 493 | | % Rank in Category (ytd): | 36.93% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of net assets in equity securities. It focuses on medium to large U.S. companies (i.e., those with market capitalizations of $1 billion or more at the time of purchase)which, in the Adviser's opinion, are out-of-favor (undervalued) in the marketplace. The fund uses a quantitative investment model, which ranks securities based on fundamental measures of value and recent indicators of recovery, to make investment decisions. It is managed conservatively relative to the S&P 500 Index. The Fund is expected to experience a low level of portfolio turnover. | | | Fund Profile |
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