| | | Morningstar Overall Rating: |  | | Total Assets: | 809.33M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.70% | | 5y Avg Return: | 3.37% | | Rank in Category (ytd): | 310 | | % Rank in Category (ytd): | 68.89% | | Beta (3y): | 0.67 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term total return. The fund invests primarily in common stocks of companies that the advisor believes offer superior investment value. It focuses on companies that are believed to be undervalued or otherwise out-of-favor in the market, but that have attractive growth prospects. | | | Fund Profile |
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