| | | Morningstar Overall Rating: |  | | Total Assets: | 365.62M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 34.91% | | 5y Avg Return: | -2.56% | | Rank in Category (ytd): | 490 | | % Rank in Category (ytd): | 26.95% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation. The fund normally invest at least 90% of total assets in equity securities and at least 80% of assets in the largest 1,000 companies domiciled in the United States. Its investments in these companies are primarily in equity securities of such companies, such as common and preferred stock and securities convertible into common stock. The fund focuses on companies that show superior prospects for earnings growth. It avoids companies with excessive levels of debt. The fund may also invest in foreign securities that are traded on domestic U.S. exchanges. | | | Fund Profile |
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