| | | Morningstar Overall Rating: |  | | Total Assets: | 76.68M | | Category: | Large Blend | | Total Expense Ratio: | 0.97% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 13.50% | | 5y Avg Return: | -0.62% | | Rank in Category (ytd): | 1630 | | % Rank in Category (ytd): | 80.97% | | Beta (3y): | 0.79 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital appreciation; income is secondary consideration. The fund normally invests at least 80% of net assets in the equities of large-capitalization companies with market capitalizations in excess of $8 billion. It may invest up to 20% of assets in equity securities of smaller companies. For defensive purposes, the fund may invest up to 100% of assets temporarily in non-equity securities, such as investment grade corporate bonds, commercial paper and government securities. | | | Fund Profile |
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