| | | Morningstar Overall Rating: |  | | Total Assets: | 1.64B | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.15% | | 5y Avg Return: | -0.13% | | Rank in Category (ytd): | 1151 | | % Rank in Category (ytd): | 56.95% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital growth. The fund invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in common stocks of large companies. It focuses mainly on the stocks of large U.S. companies which have market capitalizations similar to those in widely known indices such as the S&P 500 index, the Russell 1000 index, or the large company market capitalizations classifications published by Lipper, Inc. | | | Fund Profile |
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