| | | Morningstar Overall Rating: |  | | Total Assets: | 113.66M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.38% | | 5y Avg Return: | 3.14% | | Rank in Category (ytd): | 1940 | | % Rank in Category (ytd): | 95.99% | | Beta (3y): | 0.71 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term growth of capital and income. The fund invests in a diversified portfolio consisting primarily of common stocks. It normally invests at least 80% of net assets in common stocks. It may also invest a portion of net assets (up to 20%) in preferred stocks, fixed-income securities convertible or exchangeable into common stocks, high-grade bonds or other investments that may provide income, including cash and money market securities. | | | Fund Profile |
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