| | | Morningstar Overall Rating: |  | | Total Assets: | 2.90B | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.42% | | 5y Avg Return: | -0.33% | | Rank in Category (ytd): | 1717 | | % Rank in Category (ytd): | 84.96% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund typically invests 80% of assets in equity securities of companies listed on U.S. exchanges with market capitalizations greater than $5 billion at the time of purchase. The universe of stocks from which the management selects may be those included in the benchmark, the S&P 500 index. | | | Fund Profile |
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