| | | Morningstar Overall Rating: |  | | Total Assets: | 1.24M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 35.54% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 5 | | % Rank in Category (ytd): | 2.55% | | Beta (3y): | 4.76 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund invests in a portfolio of common stocks that the advisor believes have superior prospects for appreciation. It may invest in options to increase the fund's market exposure, or use hedging strategies to reduce the fund's market exposure, based on the investment manager's assessment of market conditions. The funds maximum stock position, either directly or through option positions, may be limited to 150% of net assets. It means that the option positions may never exceed 50% of net assets. | | | Fund Profile |
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