| | | Morningstar Overall Rating: |  | | Total Assets: | 915.98M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.73% | | 5y Avg Return: | 0.67% | | Rank in Category (ytd): | 767 | | % Rank in Category (ytd): | 37.95% | | Beta (3y): | 0.98 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital; current income is a secondary goal. The fund invests mainly in common stocks of mid- to large-capitalization companies. It seeks to reduce risk by investing across many different industries. The fund looks for companies with solid balance sheets, strong management teams with a track record of success, good cash flow, the prospect for above-average earnings growth, and other valuation-related factors. It invests primarily in domestic stocks and may also invest in stocks of foreign companies. | | | Fund Profile |
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