| | | Morningstar Overall Rating: |  | | Total Assets: | 54.11M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.31% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 698 | | % Rank in Category (ytd): | 53.98% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital growth. The fund invests at least 80% of net assets plus any borrowings for investment purposes in common stocks of U.S issuers that meet certain socially responsible criteria. It may invests 50% of its assets in securities of mid-cap companies. | | | Fund Profile |
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