| | | Morningstar Overall Rating: |  | | Total Assets: | 1.98B | | Category: | Large Value | | Total Expense Ratio: | 0.75% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 13.81% | | 5y Avg Return: | 4.90% | | Rank in Category (ytd): | 720 | | % Rank in Category (ytd): | 53.93% | | Beta (3y): | 0.87 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term total return and current income. The fund invests primarily in a portfolio of equity securities. It normally invests at least 80% of assets in equity securities and at least 80% of assets in dividend paying securities. The fund focuses on issuers that have good prospects for capital appreciation. It may also invest in convertible securities and non-convertible preferred stock. | | | Fund Profile |
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