| | | Morningstar Overall Rating: |  | | Total Assets: | 216.00M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.80% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 101 | | % Rank in Category (ytd): | 5% | | Beta (3y): | 0.86 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks and a variety of securities convertible into common stocks. It may invest in the securities of other investment companies, which may include exchange-traded funds and may invest in the equity securities of issuers of all sizes, including small capitalization companies (which are those with a market capitalization of less than $2 billion), which is to sound, growing, well-managed businesses. It may also invest in put and call options. It is nondiversified. | | | Fund Profile |
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