7.18 0.06(0.83%) May 23
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.82%|
Performance & Risk
|5y Avg Return:||-7.11%|
|Rank in Category (ytd):||3|
|% Rank in Category (ytd):||0.7%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
The fund invests primarily in a diversified portfolio of common stocks traded on major U.S. exchanges, markets and bulletin boards that the fund's adviser believes present the most favorable potential for capital appreciation. The fund's Adviser will use a multi-cap strategy without regard to whether the securities are conventionally categorized as large-, mid-, small- or micro-cap, or whether they are generally categorized as growth or value stocks. The fund's composition is determined by the Adviser's proprietary quantitative screening process, rather than by pre-determined target weighting. View More