| | | Morningstar Overall Rating: |  | | Total Assets: | 709.81M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.46% | | 5y Avg Return: | 1.26% | | Rank in Category (ytd): | 1636 | | % Rank in Category (ytd): | 89.99% | | Beta (3y): | 0.95 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in the common stock of large-capitalization companies traded in the U.S. with prospects of strong earnings growth and attractive overall business fundamentals, selling at attractive valuations. It may invest in common stock of companies of all sizes. The fund normally invests in approximately 75 to 150 securities. | | | Fund Profile |
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