| | | Morningstar Overall Rating: |  | | Total Assets: | 8.04M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.74% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1690 | | % Rank in Category (ytd): | 92.96% | | Beta (3y): | 0.59 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation The fund invests in a limited number of mid- to large-capitalization U.S. public companies. It defines mid- to large-capitalization companies as companies with market capitalizations that exceed $1 billion at the time of purchase. The fund is nondiversified. | | | Fund Profile |
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