| | | Morningstar Overall Rating: |  | | Total Assets: | 7.61B | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 37.60% | | 5y Avg Return: | 3.26% | | Rank in Category (ytd): | 399 | | % Rank in Category (ytd): | 21.95% | | Beta (3y): | 0.87 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion and considered to have above average prospects for growth. It may invest up to 20% of assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. | | | Fund Profile |
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