| | | Morningstar Overall Rating: |  | | Total Assets: | 571.83M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 43.00% | | 5y Avg Return: | 1.99% | | Rank in Category (ytd): | 199 | | % Rank in Category (ytd): | 10.95% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation; current income is a secondary consideration. The fund invests in a diversified portfolio of readily marketable common stocks and convertibles. It invests primarily in securities that management believes to be undervalued and to have favorable prospects for earnings growth. Other desired characteristics include above-average or expanding market shares, profit margins, and returns on equity. The fund may invest in foreign securities. | | | Fund Profile |
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