| | | Morningstar Overall Rating: |  | | Total Assets: | 105.85M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.90% | | 5y Avg Return: | 5.45% | | Rank in Category (ytd): | 206 | | % Rank in Category (ytd): | 15.93% | | Beta (3y): | 0.95 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common and/or preferred stocks and at least 65% of total assets in such stocks issued by U.S. companies with large market capitalizations (over $5 billion) at the time of purchase. | | | Fund Profile |
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