| | | Morningstar Overall Rating: |  | | Total Assets: | 10.48M | | Category: | Large Blend | | Total Expense Ratio: | 1.20% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 23.98% | | 5y Avg Return: | 1.51% | | Rank in Category (ytd): | 322 | | % Rank in Category (ytd): | 16% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities. The portfolio manager?s investment process focuses on bottom-up stock selection. It may invest in REITs, foreign securities, convertible bonds and, to a limited extent, options may be used for hedging or to seek total return. The fund may invest in options on securities and securities indices for hedging purposes or to seek capital appreciation. | | | Fund Profile |
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