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| | | Morningstar Overall Rating: |  | | Total Assets: | 17.46M | | Category: | Large Blend | | Total Expense Ratio: | 2.58% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | -2.53% | | 5y Avg Return: | -2.41% | | Rank in Category (ytd): | 2013 | | % Rank in Category (ytd): | 100% | | Beta (3y): | 0.47 | | Morningstar Risk Rating: | Low |
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| The investment seeks long term capital growth. The Fund seeks to achieve this objective by investing the assets allocated to the Core Component primarily in a diversified portfolio of equity securities of large cap companies located in the U.S. It may also invest up to 10% of the assets of the Core Component in equity securities of companies located in countries other than the U.S. The Fund generally invests at least 80% of the assets allocated to the Core Component in equity securities of companies that are, at the time of purchase, included in the Russell 1000? Index. | | | Fund Profile |
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