| | | Morningstar Overall Rating: | N/A | | Total Assets: | 225.20M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | -8.02% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 184 | | % Rank in Category (ytd): | 93.88% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks absolute returns with low volatility independent of equity market conditions. The fund selects investments intend to provide protection of capital in declining stock and bond markets and to participate in appreciating stock and bond markets. It invests primarily in equity securities traded in U.S. markets taking long positions in companies where the Adviser believes operating results will exceed investor's expectations and establishing short positions in companies the Adviser believes will disappoint or as hedged offsets to long positions. | | | Fund Profile |
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