| | | Morningstar Overall Rating: | N/A | | Total Assets: | 32.84M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 12.00% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 72 | | % Rank in Category (ytd): | 36.73% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to provide long-term capital appreciation, capital protect is a secondary objective. The fund normally invests 30-50% of total assets in foreign-based securities. It employs multiple strategies in research and portfolio management. Investments are made for the fund using long-term investment strategies, short- and long-term tactical allocations, and hedging strategies. The fund typically holds common stock of 25 to 40 U.S. and foreign companies of any capitalization. | | | Fund Profile |
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