| No headlines available for SMWAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 2.87M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.99% | | 5y Avg Return: | -0.39% | | Rank in Category (ytd): | 1394 | | % Rank in Category (ytd): | 68.98% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund invests normally invests at least 80% of assets in common stock. SM&R identifies candidate stock investments based on (1) low equity valuation or low relative equity valuation and (2) improving earnings. It generally purchases a higher proportion of stocks (relative to their market weight) from those sectors of the market with higher growth prospects and a smaller proportion of stocks (relative to their market weight) from sectors of the market with below average growth characteristics. | | | Fund Profile |
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