| | | Morningstar Overall Rating: |  | | Total Assets: | 1.75B | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.91% | | 5y Avg Return: | 2.13% | | Rank in Category (ytd): | 890 | | % Rank in Category (ytd): | 48.95% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation. The fund normally invests predominantly in equity securities of companies that the manager believes have the potential for capital appreciation. It has the flexibility to invest in companies located, headquartered, or operating inside and outside the United States, across the entire market capitalization spectrum from small, emerging growth companies to well-established, large-cap companies. The fund may invest a substantial portion of assets in smaller and mid-size companies. | | | Fund Profile |
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