| | | Morningstar Overall Rating: |  | | Total Assets: | 894.12M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.49% | | 5y Avg Return: | 9.28% | | Rank in Category (ytd): | 56 | | % Rank in Category (ytd): | 28.57% | | Beta (3y): | 1.38 | | Morningstar Risk Rating: | Average |
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| The investment seeks to produce capital appreciation while having a low correlation to the U.S. equity market (S&P 500). The fund seeks to minimize U.S. equity market risk by taking both long and short positions in US common stocks. It generally owns a diversified portfolio of common stocks while maintaining a diversified portfolio of short positions in common stocks. The fund primarily invests in common stocks and, to a lesser degree, in registered investment companies. It may invest in equity options, financial futures, and other types of equity derivatives. | | | Fund Profile |
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