* As of 31-Oct-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.84%|
Performance & Risk
|5y Avg Return:||15.63%|
|Rank in Category (ytd):||65|
|% Rank in Category (ytd):||3.87%|
|Morningstar Risk Rating:||5|
The investment seeks capital appreciation.
The fund invests in undervalued stocks. It follows a "contrarian" strategy of seeking to invest in stocks that are currently out of favor with the financial community and are therefore deeply undervalued. The fund's investment adviser expects that if these undervalued companies are financially strong and have good prospects for the future, they will come back into favor and increase in market value. It is a "multi-cap" fund in that it can invest in companies of any size, from larger, well-established companies to smaller companies with market capitalizations below $1 billion. View More