| | | Morningstar Overall Rating: |  | | Total Assets: | 113.51M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | 1.49% |
|
| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 24.12% | | 5y Avg Return: | 0.35% | | Rank in Category (ytd): | 175 | | % Rank in Category (ytd): | 37.96% | | Beta (3y): | 1.15 | | Morningstar Risk Rating: | Above average |
|
| The investment seeks long term capital appreciation. The fund normally invests in equity securities that the advisor believes to be out of favor and undervalued. It invests in companies that are trading at low fundamental valuations relative to how the advisor thinks they will be worth over the next five years. The advisor may purchase the securities and hold them until it believes that the securities have reached their fair value. | | | Fund Profile |
|
Help
0.03 (0.13%) 
Summary
Add VALUX to Portfolio 
Download Data
