| | | Morningstar Overall Rating: |  | | Total Assets: | 20.34M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.40% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 323 | | % Rank in Category (ytd): | 15.98% | | Beta (3y): | 0.93 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks. It may also purchase preferred stocks, warrants and convertible bonds. The fund invests primarily in domestic U.S. securities. It may also invest in foreign securities, including indirect investments such as ADRs or other types of depositary receipts. The fund is nondiversified. | | | Fund Profile |
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