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| | | Morningstar Overall Rating: |  | | Total Assets: | 28.20M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 16.24% | | 5y Avg Return: | 0.52% | | Rank in Category (ytd): | 1899 | | % Rank in Category (ytd): | 93.96% | | Beta (3y): | 0.86 | | Morningstar Risk Rating: | Low |
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| The investment seeks growth of capital and income. The fund invests at least 80% of net assets in common stocks of approximately 50 large, well-known companies that the advisor believes constitute a representative cross section of major industries. These "blue-chip" companies are generally identified by their substantial capitalization, established history of earnings, and superior management structure. The advisor anticipates that the fund purchases approximately equal dollar amounts of shares of each company. | | | Fund Profile |
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