| | | Morningstar Overall Rating: |  | | Total Assets: | 1.08B | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.44% | | 5y Avg Return: | 4.10% | | Rank in Category (ytd): | 181 | | % Rank in Category (ytd): | 8.96% | | Beta (3y): | 1.03 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities. It invests primarily in common stocks of U.S. issuers. The Advisor uses a ?bottom-up? strategy, focusing on individual security selection to identify companies that it believes will make attractive long-term investments. The fund may invest in stocks of small, large, or mid-size companies. It may also purchase shares of ETFs. | | | Fund Profile |
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