| | | Morningstar Overall Rating: |  | | Total Assets: | 109.81M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 42.73% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 236 | | % Rank in Category (ytd): | 12.98% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation. The fund invests primarily in publicly trades stocks of U.S. companies irrespective of market capitalization size. It may invest up to 25% of total assets in the securities of foreign issuers. The fund will not invest more than 35% of total assets in debt securities, including direct and indirect obligations of the U.S. Government. It may also invest up to 25% of total assets in U.S debt securities that are not investment grade securities. The fund is nondiversified. | | | Fund Profile |
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