| | | Morningstar Overall Rating: |  | | Total Assets: | 59.12M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.18% | | 5y Avg Return: | -0.49% | | Rank in Category (ytd): | 1218 | | % Rank in Category (ytd): | 67% | | Beta (3y): | 0.92 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term total return. The fund invests primarily in common stocks and convertible securities. The portfolio manager uses a bottom-up approach to stock selection and seeks high quality, well-established large-cap companies that the portfolio manager believes are growing their near-term earnings at an above average rate. It may invest in foreign securities. | | | Fund Profile |
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