| No headlines available for SWHEX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 313.40M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 12.56% | | 5y Avg Return: | 1.91% | | Rank in Category (ytd): | 68 | | % Rank in Category (ytd): | 34.69% | | Beta (3y): | -5.98 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. The fund normally invests at least 80% of net assets in long and short positions in equity securities issues by U.S. companies. The fund typically purchases or sells short stocks of companies that have market capitalization of $1 billion or more at the time the stock is purchased or sold short. | | | Fund Profile |
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