| | | Morningstar Overall Rating: |  | | Total Assets: | 78.96M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.44% | | 5y Avg Return: | 3.99% | | Rank in Category (ytd): | 1616 | | % Rank in Category (ytd): | 79.96% | | Beta (3y): | 1.00 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital growth; current income is secondary. The fund invests in U.S. common stocks. It will normally invest at least 80% of assets in companies whose total market capitalization exceeds $2 billion. | | | Fund Profile |
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