AVPAX (Am Beacon:SC Val;Inv)
Net Asset Value: 20.74 1-Day Return: -0.03 (-0.14%) YTD Return as of 2/9/12:Up 11.81%

Classification: Small-Cap Value   Objective: Small-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 11.81 1.99 24.16 2.11 9.42
Classification 11.33 1.73 23.49 1.51 8.21
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)4451373928

Fund Stats

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Investment Objective:Small-Cap
Net Assets ($Mil)845.90
Inception Date:3/1/99
Manager Name, TenureWyatt Crumpler, 2007
Expense Ratio: 1.17%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 11/30/11)

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Company NameSymbol% Net Assets
Jpmorgan Us Government Money Market Fund;inst NA 2.64
Rent-a-center Inc Ord RCII 0.94
Lifepoint Hospitals Inc Ord LPNT 0.92
Valassis Communications Inc Ord VCI 0.75
Portland General Electric Co Ord POR 0.72
Great Plains Energy Inc Ord GXP 0.72
Rsc Holdings Inc Ord RRR 0.71
Cloud Peak Energy Inc Ord CLD 0.67
Bank Of The Ozarks Inc Ord OZRK 0.67
Proassurance Corp Ord PRA 0.63
% of Total Holdings 9.37

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