| | | Morningstar Overall Rating: | N/A | | Total Assets: | 4.37M | | Category: | Large Growth | | Total Expense Ratio: | 1.23% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 24.41% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 864 | | % Rank in Category (ytd): | 47.95% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in stocks of large-cap companies that offer growth potential at a reasonable price. It pursues objective by investing primarily in common stocks selected for their capital appreciation potential. The portfolio managers employ a GARP strategy to build a portfolio primarily of common stocks. It may invest in foreign securities. | | | Fund Profile |
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