| | | Morningstar Overall Rating: |  | | Total Assets: | 4.73B | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.38% | | 5y Avg Return: | 1.14% | | Rank in Category (ytd): | 586 | | % Rank in Category (ytd): | 29% | | Beta (3y): | 1.11 | | Morningstar Risk Rating: | Above average |
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| The investment seeks growth of capital and income. The fund normally invests at least 80% of assets in securities of U.S. companies, including common stocks, convertibles, fixed-income securities, and short-term instruments. It invests the majority of assets in equity securities issued by large companies with market capitalization of at least $10 billion. | | | Fund Profile |
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