| | | Morningstar Overall Rating: |  | | Total Assets: | 251.07M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.23% | | 5y Avg Return: | 5.66% | | Rank in Category (ytd): | 1697 | | % Rank in Category (ytd): | 83.97% | | Beta (3y): | 0.82 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital on an after-tax basis. The fund invests in publicly traded equity securities, including exchange-traded and over-the-counter common stocks and preferred stocks, debt securities convertible into equity securities, and warrants and rights relating to equity securities. It invests in equities issued by domestic and foreign firms both directly and in the form of depository receipts representing an interest in these securities. | | | Fund Profile |
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