| | | Morningstar Overall Rating: |  | | Total Assets: | 1.04B | | Category: | Large Growth | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 51.12% | | 5y Avg Return: | 7.58% | | Rank in Category (ytd): | 54 | | % Rank in Category (ytd): | 2.97% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Above average |
|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of the Fund's total assets in up to 40 equity and equity-related securities of companies that we believe have strong capital appreciation potential. It invests up to 35% of total assets in foreign securities. ADRs, ADSs or similar receipts and shares in U.S. markets does not belong to be foreign securities. The fund holds up to 40 stocks in total, consisting of up to 20 growth and 20 value stocks. It is nondiversified. | | | Fund Profile |
|
Help
0.21 (1.54%) 
Summary
Add PTWAX to Portfolio 
Download Data
