| | | Morningstar Overall Rating: |  | | Total Assets: | 334.95M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 41.45% | | 5y Avg Return: | 3.34% | | Rank in Category (ytd): | 199 | | % Rank in Category (ytd): | 10.95% | | Beta (3y): | 1.15 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund invests in undervalued stocks. It follows a ?contrarian? strategy of seeking to invest in stocks that are currently out of favor with the financial community and are therefore deeply undervalued. The fund is an ?all cap? fund in that it can invest in companies of any size, from larger, well-established companies to smaller companies with market capitalizations below $1 billion. | | | Fund Profile |
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