| No headlines available for WASIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 17.57M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.74% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 138 | | % Rank in Category (ytd): | 32.86% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | Below average |
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| The investment objective is to capture current income. A secondary consideration is long-term growth of capital and income. The fund invests primarily in income-producing domestic and foreign securities, including equity securities and fixed income securities. It invests at least 25% of assets in securities in the industries in of financials sector. The fund may invest in exchange-traded funds, make short sales of securities, and may also use derivatives. The fund is nondiversified. | | | Fund Profile |
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