| | | Morningstar Overall Rating: |  | | Total Assets: | 7.57M | | Category: | Large Value | | Total Expense Ratio: | 2.04% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 19.73% | | 5y Avg Return: | 2.36% | | Rank in Category (ytd): | 373 | | % Rank in Category (ytd): | 27.94% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Average |
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| The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equity and fix income securities, the majority of which are issued by large-capitalization and/or mid-capitalization. It can invest up to 100% of total assets in common stocks, preferred stocks, or corporate bonds. The fund may invest in fixed income securities with any credit rating or maturity date and invest all or a portion of the fund's assets in lower rated, high yield, high risk bonds, known as "junk bonds?. It is nondiversified. | | | Fund Profile |
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