| No headlines available for ISBAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 4.66M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.87% | | 5y Avg Return: | -0.69% | | Rank in Category (ytd): | 626 | | % Rank in Category (ytd): | 30.97% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The portfolio normally invests the majority of fund assets in equity securities issued by large companies with market capitalizations of at least $10 billion. It has the flexibility to invest a limited portion of its assets in companies of any size, to invest in companies whose shares may be subject to controversy, to invest in foreign securities, and to invest in non-equity securities. The portfolio is nondiversified. | | | Fund Profile |
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