| | | Morningstar Overall Rating: |  | | Total Assets: | 101.52M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.33% | | 5y Avg Return: | 2.12% | | Rank in Category (ytd): | 1293 | | % Rank in Category (ytd): | 63.98% | | Beta (3y): | 0.90 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stock, warrants, options and rights. It typically invests in domestic companies with market capitalizations over $5 billion. The fund may also invest up to 20% of total assets in preferred stocks, warrants and common stocks other than those described above. | | | Fund Profile |
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