| | | Morningstar Overall Rating: |  | | Total Assets: | 144.34M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 34.93% | | 5y Avg Return: | -5.13% | | Rank in Category (ytd): | 202 | | % Rank in Category (ytd): | 10% | | Beta (3y): | 1.14 | | Morningstar Risk Rating: | Above average |
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| The investment seeks a high level of long-term capital appreciation. The fund normally invests at least 65% of net assets in a diversified portfolio of common stocks. It invests in common stocks that possess most of the following characteristics: leading market positions, high barriers to entry and other competitive or technological advantages, high returns on equity and assets, good growth prospects, strong management, and relatively low debt burdens. The fund also generally seeks to identify investment opportunities in equity securities of companies which have above-average potential for earnings and dividend growth. | | | Fund Profile |
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