| No headlines available for TLVEX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 0 | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 9.38% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1254 | | % Rank in Category (ytd): | 96.98% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in common stocks and other equity securities of U.S. companies with large market capitalizations that the Advisor believes are undervalued relative to the market or to their historic valuation. Large cap companies are defined for this purpose as companies with market capitalizations of $3 billion or more at the time of purchase. It seeks to maintain sector weightings that approximate those of the Russell 1000 value index. | | | Fund Profile |
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