| | | Morningstar Overall Rating: |  | | Total Assets: | 29.49M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.15% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 707 | | % Rank in Category (ytd): | 34.98% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in large-cap equity securities which may include common stocks, as well as securities convertible into common stocks and preferred stock. It may invest in foreign stocks listed on U.S. or foreign exchanges, as well as American Depository Receipts or Global Depository Receipts. The fund seeks to reduce risk by investing across a broad range of economic sectors, with the goal of achieving investment diversity. It may buy and sell put and call options as part of its investment program, to obtain market exposure, or to manage risk or hedge against adverse market conditions. | | | Fund Profile |
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