| | | Morningstar Overall Rating: |  | | Total Assets: | 7.06M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.94% | | 5y Avg Return: | -0.20% | | Rank in Category (ytd): | 1859 | | % Rank in Category (ytd): | 91.98% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of the largest 1000 companies that are traded principally in the markets of the United States and generally exhibits a "core" or "blend" style of investing. It invests at least 80% of net assets (including, for this purpose, any borrowings for investment purposes) in the securities of U.S. Large Capitalization Companies. | | | Fund Profile |
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