| | | Morningstar Overall Rating: |  | | Total Assets: | 12.14M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 29.12% | | 5y Avg Return: | 0.22% | | Rank in Category (ytd): | 1072 | | % Rank in Category (ytd): | 58.97% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of domestic companies that have superior growth potential and fundamental characteristics that are significantly better than the market average and support internal earnings growth capability. It only invests in companies that have a minimum market capitalization of $250 million at the time of purchase, and seeks to maintain a minimum average weighted market capitalization of $5 billion. | | | Fund Profile |
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