| | | Morningstar Overall Rating: |  | | Total Assets: | 2.73B | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.36% | | 5y Avg Return: | 2.34% | | Rank in Category (ytd): | 1677 | | % Rank in Category (ytd): | 82.98% | | Beta (3y): | 0.82 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term appreciation of shareholders? capital. The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. Equity securities include exchange-traded and over-the-counter common stocks and preferred stocks, debt securities convertible into equity securities, and warrants and rights relating to equity securities. The fund may invest up to 20% of net assets in the securities of foreign issuers. | | | Fund Profile |
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