| | | Morningstar Overall Rating: | N/A | | Total Assets: | 910.00K | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 45.34% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 145 | | % Rank in Category (ytd): | 7.98% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of large-capitalization companies. It may invest up to 35% of total assets in securities of foreign issuers. The fund may invest up to 10% of total assets in real estate investment trusts ("REITs"). It may purchase and sell certain derivative instruments, such as options, futures contracts, and options on futures contracts and stock index options and futures contracts. | | | Fund Profile |
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