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| | | Morningstar Overall Rating: |  | | Total Assets: | 133.44M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.52% | | 5y Avg Return: | 4.99% | | Rank in Category (ytd): | 1145 | | % Rank in Category (ytd): | 62.98% | | Beta (3y): | 0.81 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term growth of capital while minimizing capital gains and income to shareholders. The fund invests at least 80% of assets in equity securities, primarily common stocks and securities convertible into common stocks. WRIMCO seeks stocks of growth-oriented companies which it believes to have above-average earnings predictability and stability. While the fund typically invests in the common stocks of large to medium sized domestic companies. | | | Fund Profile |
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