7.18 
0.06(0.83%) May 23
| Prev Close: | 7.18 |
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| YTD Return*: | 10.83% |
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| Net Assets*: | 63.92M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 63.92M |
| Category: | Mid-Cap Blend |
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| Annual Report Expense Ratio (net): | 1.82% |
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Performance & Risk
| YTD Return: | 10.83% |
| 5y Avg Return: | -7.11% |
| Rank in Category (ytd): | 3 |
| % Rank in Category (ytd): | 0.7% |
| Beta (3y): | 1.59 |
| Morningstar Risk Rating: | 4 |
Fund Summary
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.
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