| | | Morningstar Overall Rating: |  | | Total Assets: | 79.02M | | Category: | Large Value | | Total Expense Ratio: | 1.37% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 52.29% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 13 | | % Rank in Category (ytd): | 0.97% | | Beta (3y): | 1.45 | | Morningstar Risk Rating: | High |
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| The investment seeks protection of investment principal and long-term capital appreciation. The fund invests primarily in equity securities, including both common and preferred stocks, and may invest up to 50% of net assets in derivative instruments. It may invest in companies of any size. The fund may also invest in debt instruments, and may invest up to 25% of net assets in U.S. government or U.S. agency obligations. It may invest up to 25% of net assets directly or indirectly in foreign securities, of which 20% may constitute investments in emerging markets. | | | Fund Profile |
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