| | | Morningstar Overall Rating: |  | | Total Assets: | 26.58M | | Category: | Large Growth | | Total Expense Ratio: | 1.70% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 46.50% | | 5y Avg Return: | 2.50% | | Rank in Category (ytd): | 54 | | % Rank in Category (ytd): | 3% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks. It generally invests in securities of large- and mid-size companies. The fund may use leverage. It may invest in foreign securities. The fund may also purchase stock index futures and related options and can trade for short-term profits. | | | Fund Profile |
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