| | | Morningstar Overall Rating: |  | | Total Assets: | 69.73M | | Category: | Large Value | | Total Expense Ratio: | 0.94% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 34.10% | | 5y Avg Return: | 3.12% | | Rank in Category (ytd): | 40 | | % Rank in Category (ytd): | 3% | | Beta (3y): | 1.18 | | Morningstar Risk Rating: | Above average |
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| The investment seeks growth of capital and conservation of principal. The fund employs a modified "buy and hold" strategy with up to 30 high dividend yielding equity securities selected monthly from the Dow Jones Industrial Average and broader market. The fund is nondiversified. | | | Fund Profile |
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