| | | Morningstar Overall Rating: |  | | Total Assets: | 343.63M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.48% | | 5y Avg Return: | 0.07% | | Rank in Category (ytd): | 909 | | % Rank in Category (ytd): | 50% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation; current income is secondary. The fund invests primarily in common stocks of companies that its advisers believe have the potential for above average growth in earnings. Under normal circumstances the fund invests at least 80% of net assets in equity securities and related investments. It emphasizes common and preferred stocks listed on the New York Stock Exchange and other national securities exchanges and, to a lesser extent, stocks that are traded over-the-counter. The fund uses multiple advisers to try to control the volatility often associated with growth funds. | | | Fund Profile |
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