| | | Morningstar Overall Rating: |  | | Total Assets: | 17.74B | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.77% | | 5y Avg Return: | 2.23% | | Rank in Category (ytd): | 345 | | % Rank in Category (ytd): | 18.98% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital; income is secondary. The fund normally invests at least 80% of assets in the common stocks of a diversified group of growth companies. It mostly seeks investments in companies that have the ability to pay increasing dividends through strong cash flow. The fund generally looks for companies with an above-average rate of earnings growth and a lucrative niche in the economy. While it invests most assets in U.S. common stocks, the fund may also purchase other securities including foreign stocks, futures, and options. | | | Fund Profile |
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