| | | Morningstar Overall Rating: | N/A | | Total Assets: | 87.01M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.33% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 13 | | % Rank in Category (ytd): | 6.63% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks capital appreciation and income. The fund invests in common and preferred stocks and other equity instruments, bonds and other fixed income securities, and other investment companies, including exchange-traded funds ('ETFs'') and money market funds . It may invest up to 50% of assets in foreign securities including up to 35% in emerging markets. | | | Fund Profile |
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