| No headlines available for WBVDX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 7.25M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 18.13% | | 5y Avg Return: | 0.80% | | Rank in Category (ytd): | 234 | | % Rank in Category (ytd): | 64.82% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities of small companies that offer a long-term investment value. The advisor considers its value discipline according to the following criteria: market value compared to the perceived company value, an improving profitability, a capable and skilled management team, a strong capital structure, and possible corporate changes. | | | Fund Profile |
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