| | | Morningstar Overall Rating: |  | | Total Assets: | 843.63M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.38% | | 5y Avg Return: | 0.31% | | Rank in Category (ytd): | 666 | | % Rank in Category (ytd): | 32.95% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund invests the majority of the assets in equity securities issued by large companies with market capitalizations of at least $10 billion. It has the flexibility to invest a limited portion of assets in companies of any size, to invest in companies whose shares may be subject to controversy, to invest in foreign securities, and to invest in non-equity securities. | | | Fund Profile |
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