| | | Morningstar Overall Rating: |  | | Total Assets: | 75.82M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 37.19% | | 5y Avg Return: | 0.07% | | Rank in Category (ytd): | 436 | | % Rank in Category (ytd): | 23.98% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation. The fund invests primarily in equity securities of U.S. companies. These companies typically range in size from established large capitalization companies to medium size companies. However, it may also invest in small capitalization companies including those at the beginning of their life cycles. The fund is nondiversified. | | | Fund Profile |
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