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| | | Morningstar Overall Rating: |  | | Total Assets: | 17.13M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.95% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1672 | | % Rank in Category (ytd): | 91.97% | | Beta (3y): | 0.76 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term growth of capital. The fund invests primarily in common stocks of large and medium capitalization companies. It invests at least 80% of net assets in common stocks, preferred stocks and/or securities convertible into such stocks. The fund may invest in foreign securities or in the over-the-counter markets. It may invest in foreign securities if they are traded on a U.S. securities exchange or over-the-counter market. The fund is nondiversified. | | | Fund Profile |
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