| | | Morningstar Overall Rating: |  | | Total Assets: | 243.02M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 29.95% | | 5y Avg Return: | 0.69% | | Rank in Category (ytd): | 323 | | % Rank in Category (ytd): | 15.98% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Above average |
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| The investment seeks growth of capital and of income. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of large US companies that are similar in size to the companies in the S&P 500 index. Managers look for companies that have established histories of earnings, easy access to credit, good industry positions, and superior management structures. The fund may invest up to 20% of total assets in foreign securities. It may lend its investment securities in an amount up to 33 1/3% of total assets to approved institutional borrowers. | | | Fund Profile |
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