| | | Morningstar Overall Rating: |  | | Total Assets: | 97.24M | | Category: | Moderate Allocation | | Total Expense Ratio: | 1.44% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 18.13% | | 5y Avg Return: | 3.67% | | Rank in Category (ytd): | 544 | | % Rank in Category (ytd): | 44.92% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of medium to large U.S. companies (those with market capitalizations above $3 billion at the time of investment). It may invest up to 25% of net assets in lower-rated securities or comparable unrated securities. The Fund also may invest up to 25% of net assets in fixed-income securities issued or guaranteed by the U.S. government, or by the Canadian government and their governmental agencies. It may invest up to 20% of net assets in foreign securities, including American Depositary Receipts. | | | Fund Profile |
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