Fallen Angels Value (FAVLX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for FAVLX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.43%|
Performance & Risk
|5y Avg Return:||11.05%|
|Rank in Category (ytd):||7|
|% Rank in Category (ytd):||0.41%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests in the equity securities of companies that the adviser believes to be undervalued at current market prices. These include common stocks, preferred stocks, convertible securities, and warrants to buy common stocks. The fund may hold positions in the equity securities of small, medium and large capitalization companies. It also may invest in shares of closed-end investment companies, as well as exchange trade funds ("ETFs"). View More