| No headlines available for OPVEX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 17.69M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.44% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 284 | | % Rank in Category (ytd): | 21.96% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to achieve long-term capital appreciation. The fund invests primarily in a diversified portfolio of common and preferred equity securities of large-cap and mid-cap U.S. corporations that are currently undervalued in the opinion of the fund?s sub-adviser. It seeks to construct a portfolio of 40-60 stocks diversified by industry sector to control overall portfolio risk. The fund may invest up to 40% of the fund?s assets in a sector. If the fund?s portfolio investments in a sector increase to over 25% of the fund?s assets, it will supplement this prospectus to identify the sector and describe risks associated with investments in the sector. | | | Fund Profile |
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