| | | Morningstar Overall Rating: |  | | Total Assets: | 393.11M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.50% | | 5y Avg Return: | 0.57% | | Rank in Category (ytd): | 1527 | | % Rank in Category (ytd): | 83.99% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of large cap companies with market capitalizations in excess of $10 billion. It may invest a significant percentage of its assets in the securities of one issuer. The fund may invest up to 10% of total assets in the securities of one company and up to 25% of total assets in the securities of one industry. It is nondiversified. | | | Fund Profile |
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