| | | Morningstar Overall Rating: |  | | Total Assets: | 90.89M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 64.00% | | 5y Avg Return: | 1.50% | | Rank in Category (ytd): | 36 | | % Rank in Category (ytd): | 1.98% | | Beta (3y): | 1.16 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of U.S. companies that have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. It will typically own between 25 -30 stocks. The fund is nondiversified. | | | Fund Profile |
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