| | | Morningstar Overall Rating: |  | | Total Assets: | 131.69M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 10.53% | | 5y Avg Return: | 2.46% | | Rank in Category (ytd): | 1980 | | % Rank in Category (ytd): | 97.97% | | Beta (3y): | 0.88 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years. | | | Fund Profile |
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