| | | Morningstar Overall Rating: |  | | Total Assets: | 15.90M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.23% | | 5y Avg Return: | 0.47% | | Rank in Category (ytd): | 801 | | % Rank in Category (ytd): | 61.95% | | Beta (3y): | 0.92 | | Morningstar Risk Rating: | Below average |
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| The investment seeks growth of capital. The fund typically invests primarily in the equity securities of U.S. companies. The advisor pursues a value-oriented strategy and seeks to identify companies whose stocks sell at discounted price-to-earnings (P/E) and price-to-cash flow (P/CF) multiples. Companies that maintain strong balance sheets and have experienced managements are favored. The investment advisor attempts to identify situations where stock prices are undervalued by the market. It is nondiversified. | | | Fund Profile |
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