| | | Morningstar Overall Rating: |  | | Total Assets: | 15.27M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 35.09% | | 5y Avg Return: | 3.06% | | Rank in Category (ytd): | 202 | | % Rank in Category (ytd): | 10% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | High |
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| The investment seeks long term growth of capital. The fund invests primarily in common stocks of medium and large capitalization U.S. companies (those with market capitalizations of $1 billion or more) that the management believes are undervalued based on value characteristics, such as lower relative price valuations, above average earnings per share growth and higher dividend yields compared to the S&P 500 index.It is the fund?s policy to limit investment in any one industry or group of related industries to no more than 25% of the portfolio. | | | Fund Profile |
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