| | | Morningstar Overall Rating: |  | | Total Assets: | 1.01B | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 43.10% | | 5y Avg Return: | 0.81% | | Rank in Category (ytd): | 163 | | % Rank in Category (ytd): | 8.97% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund normally invests at least 90% of assets in equity securities including common stocks, convertible-debt obligations, convertible preferred stocks, and warrants. It may invest up to 25% of assets in foreign securities, including securities of issuers in emerging countries and securities quoted in foreign currencies. | | | Fund Profile |
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