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| | | Morningstar Overall Rating: | N/A | | Total Assets: | 9.51M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.94% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1763 | | % Rank in Category (ytd): | 96.97% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term growth of principal with production of income as a secondary goal. The fund may invest in securities that have significant potential to outperform the fund?s benchmark index, the Standard & Poor?s 500 index (?S&P 500?). It uses technical analysis to allocate its portfolio holdings among the U.S. and international stock investments; ETFs; Investment-grade debt obligations of U.S. and international corporations; Fixed income securities and other instruments. The fund is nondiversified. | | | Fund Profile |
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