| | | Morningstar Overall Rating: |  | | Total Assets: | 19.58M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.18% | | 5y Avg Return: | -5.00% | | Rank in Category (ytd): | 129 | | % Rank in Category (ytd): | 9.98% | | Beta (3y): | 1.29 | | Morningstar Risk Rating: | High |
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| The investment seeks current income and long-term growth of income, as well as capital appreciation. The fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks of large-capitalization U.S. companies. Large-cap companies are considered to be those with market capitalizations like those found in the Russell 1000 index. It also invests in stocks with high cash dividends or payout yields relative to the market. | | | Fund Profile |
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