| | | Morningstar Overall Rating: |  | | Total Assets: | 402.78M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 52.19% | | 5y Avg Return: | 1.85% | | Rank in Category (ytd): | 20 | | % Rank in Category (ytd): | 0.99% | | Beta (3y): | 1.39 | | Morningstar Risk Rating: | High |
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| The investment seeks growth of capital. The fund invests mainly in common stocks of mid- to large-capitalization companies. It seeks to reduce risk by diversifying among many companies and industries. The fund looks for well-managed companies with strong balance sheets whose stock prices are undervalued. It invests primarily in domestic stocks and may also invest in stocks of foreign companies. | | | Fund Profile |
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