Skyline Special Equities (SKSEX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.33%|
Performance & Risk
|5y Avg Return:||31.27%|
|Rank in Category (ytd):||89|
|% Rank in Category (ytd):||22.82%|
|Morningstar Risk Rating:||4|
The investment seeks maximum capital appreciation.
The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. It invests primarily in the common and preferred stocks of small-capitalization U.S. companies. The fund emphasizes investments in companies that have below average valuations and above average earnings growth prospects. It seeks maximum capital appreciation primarily through investing in common stocks that the Subadvisor considers to be undervalued. View More