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| | | Morningstar Overall Rating: |  | | Total Assets: | 17.89M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.86% | | 5y Avg Return: | 1.36% | | Rank in Category (ytd): | 963 | | % Rank in Category (ytd): | 52.97% | | Beta (3y): | 0.98 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund invests primarily in stocks of companies that are believed to have substantial potential for capital growth. It normally invests at least 80% of net assets in equity securities issued by large capitalization companies that have total market capitalizations of $3 billion or greater at the time of purchase. It may invest up to 20% of total assets in non-US securities. | | | Fund Profile |
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