| | | Morningstar Overall Rating: |  | | Total Assets: | 37.96M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 39.49% | | 5y Avg Return: | -1.90% | | Rank in Category (ytd): | 199 | | % Rank in Category (ytd): | 10.95% | | Beta (3y): | 1.22 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital growth. The fund invests at least 80% of net assets in common stocks and other equities of U.S. companies, regardless of their market capitalization. It typically has a core position of 15 to 30 stocks and may invest up to 25% of assets in cash or cash equivalent securities in instances where it believes that appropriate buying opportunities are not available. The fund is nondiversified. | | | Fund Profile |
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