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| | | Morningstar Overall Rating: |  | | Total Assets: | 63.92M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.86% | | 5y Avg Return: | -0.59% | | Rank in Category (ytd): | 1293 | | % Rank in Category (ytd): | 63.98% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Above average |
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| The investment seeks total return through a flexible combination of current income and capital appreciation. The fund normally invests in common stock and other equity securities, using a multi-disciplined approach, which blends fundamental and quantitative investment techniques. | | | Fund Profile |
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