| | | Morningstar Overall Rating: |  | | Total Assets: | 986.39M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 64.31% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 36 | | % Rank in Category (ytd): | 1.98% | | Beta (3y): | 1.15 | | 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 with above-average potential for revenue and earnings growth. It emphasizes investments in large capitalization growth companies with minimum market capitalizations at the time of purchase of $10 billion and weighted average market capitalization in excess of $40 billion. The portfolio typically owns between 25 and 30 stocks. It is nondiversified. | | | Fund Profile |
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