| | | Morningstar Overall Rating: |  | | Total Assets: | 115.45M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 37.53% | | 5y Avg Return: | -7.36% | | Rank in Category (ytd): | 0 | | % Rank in Category (ytd): | 0% | | Beta (3y): | 1.34 | | Morningstar Risk Rating: | |
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| The investment seeks long-term growth of capital. The fund primarily invests in equity securities of companies with market capitalizations greater than $5 billion but may invest in companies of any size. It may invest up to 25% of total assets in long-term debt securities and up to 10% of total assets in debt securities rated below investment-grade. | | | Fund Profile |
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