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| | | Morningstar Overall Rating: |  | | Total Assets: | 14.70M | | Category: | Large Growth | | Total Expense Ratio: | 1.84% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 11.28% | | 5y Avg Return: | -1.74% | | Rank in Category (ytd): | 1711 | | % Rank in Category (ytd): | 94.95% | | Beta (3y): | 0.93 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital growth. The fund normally invests at least 65% of assets in common stocks with larger market capitalizations of at least $1 billion that have improving fundamentals and whose stock is reasonably valued by the market. | | | Fund Profile |
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