| No headlines available for SMIVX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 34.81M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 8.07% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 88 | | % Rank in Category (ytd): | 44.9% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation with less volatility than broad U.S. equity markets. The fund invests in a diversified portfolio of other equity mutual funds using a fund upgrading strategy. It typically invests in small-, mid- and large-cap equity mutual funds as well as international funds, which means its portfolio will be exposed to U.S. and foreign equity market risks. The fund is nondiversified. | | | Fund Profile |
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