| | | Morningstar Overall Rating: |  | | Total Assets: | 3.91B | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.93% | | 5y Avg Return: | 4.15% | | Rank in Category (ytd): | 181 | | % Rank in Category (ytd): | 9.96% | | Beta (3y): | 1.07 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. The investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values. | | | Fund Profile |
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