| | | Morningstar Overall Rating: |  | | Total Assets: | 9.20B | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.11% | | 5y Avg Return: | 1.52% | | Rank in Category (ytd): | 363 | | % Rank in Category (ytd): | 19.97% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital; income is secondary. The fund will normally invest at least 80% of assets in the common stocks of large and medium-sized blue chip growth companies. These are firms that are well established in their industries and have the potential for above-average earnings growth. It focuses on companies with leading market position, seasoned management, and strong financial fundamentals. While the fund invests most assets in U.S. common stocks, it may also purchase other securities including foreign stocks, futures, and options. | | | Fund Profile |
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