| | | Morningstar Overall Rating: |  | | Total Assets: | 15.21M | | Category: | Large Blend | | Total Expense Ratio: | 1.37% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 15.03% | | 5y Avg Return: | -0.21% | | Rank in Category (ytd): | 1590 | | % Rank in Category (ytd): | 78.99% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund primarily invests in common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It normally focuses investments in a core of less than 25 companies, and certain sectors are likely to be overweighted compared to others. The fund typically invests in medium to large capitalization companies, while the average market capitalization of holdings is usually larger than $5 billion. It is nondiversified. | | | Fund Profile |
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