| | | Morningstar Overall Rating: |  | | Total Assets: | 132.51M | | Category: | Large Growth | | Total Expense Ratio: | 1.30% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 30.12% | | 5y Avg Return: | 1.44% | | Rank in Category (ytd): | 360 | | % Rank in Category (ytd): | 19.98% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund focuses on growing companies that generally have broad product lines, markets, financial resources and depth of management. It normally invests at least 80% of net assets in equity securities of companies that have a market capitalization equal to or greater than the market capitalization of companies included in the Russell 1000 Growth index. The fund invests at least 75% of net assets in equity securities of companies with a market capitalization greater than $10 billion and no longer purchase securities of companies with a market capitalization less than $4 billion. | | | Fund Profile |
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