| | | Morningstar Overall Rating: |  | | Total Assets: | 37.77M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.11% | | 5y Avg Return: | -1.26% | | Rank in Category (ytd): | 1199 | | % Rank in Category (ytd): | 65.95% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term growth of capital. The fund primarily invests in equity securities with market capitalization in excess of $2 billion. It invests at least 80% of assets in a portfolio of securities which includes a broadly diversified number of U.S. equity securities that the investment manager believes show a high probability of superior prospects for above average growth. | | | Fund Profile |
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