| | | Morningstar Overall Rating: |  | | Total Assets: | 8.78B | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.54% | | 5y Avg Return: | 4.41% | | Rank in Category (ytd): | 71 | | % Rank in Category (ytd): | 6% | | Beta (3y): | 1.23 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund will invest primarily in the common stocks of established U.S. companies that have above-average potential for capital growth. It invests at least half of assets in common stocks and invests the remaining assets in other securities, including convertible securities, corporate and government debt, foreign securities, futures, and options. | | | Fund Profile |
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