| | | Morningstar Overall Rating: |  | | Total Assets: | 63.94M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 14.93% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1940 | | % Rank in Category (ytd): | 95.99% | | Beta (3y): | 0.94 | | Morningstar Risk Rating: | Below average |
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| The investment seeks high current income and long-term growth of income and capital appreciation. The fund invests at least 80% of assets in a portfolio of dividend-paying common stocks and preferred stocks that have the potential to deliver regular income and to offer the opportunity for long-term growth of income and capital appreciation. It invests primarily in companies with large market capitalizations similar to those of companies included in the Russell 1000 Value index. It invests up to 25% of total assets in foreign securities. The fund is nondiversified. | | | Fund Profile |
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