| | | Morningstar Overall Rating: |  | | Total Assets: | 651.76M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.76% | | 5y Avg Return: | 5.17% | | Rank in Category (ytd): | 1472 | | % Rank in Category (ytd): | 80.97% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity investments. It generally invests in a focused portfolio of common stocks of large capitalization companies that grow at a faster rate than that of the overall United States economy. The management may select stocks based upon overall economic factors. The fund does not invest in small capitalization companies. | | | Fund Profile |
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