| | | Morningstar Overall Rating: |  | | Total Assets: | 837.90M | | Category: | Large Growth | | Total Expense Ratio: | 1.00% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 22.35% | | 5y Avg Return: | 8.68% | | Rank in Category (ytd): | 919 | | % Rank in Category (ytd): | 51% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | High |
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| The investment seeks capital growth. The fund invests primarily in common stocks of U.S. and foreign companies that are medium-sized and smaller at the time of purchase, but it can purchase other types of securities as well. The minimum duration of a trust is the longer of 10 years or the time until the recipient reaches the age of majority. Although the portfolio managers intend to invest the fund's assets primarily in U.S. stocks, the fund may invest in securities of foreign companies, including companies located in emerging markets. | | | Fund Profile |
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