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| | | Morningstar Overall Rating: | N/A | | Total Assets: | 17.23M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 37.76% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 418 | | % Rank in Category (ytd): | 22.99% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund invests primarily the stocks of large companies that are traded on national securities exchanges, NASDAQ stock market and on the over-the-counter market. Large companies will be defined as companies with market capitalizations that are in the top 75% of the market capitalization range of the Russell 1000 Index. It may invest up to 30% of net assets in foreign securities in both developed and emerging markets. The fund may invest in fixed-income securities and use derivative contracts and/or hybrid instruments. | | | Fund Profile |
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