| | | Morningstar Overall Rating: |  | | Total Assets: | 1.10B | | Category: | Large Value | | Total Expense Ratio: | 0.95% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 48.24% | | 5y Avg Return: | 7.41% | | Rank in Category (ytd): | 26 | | % Rank in Category (ytd): | 1.95% | | Beta (3y): | 1.07 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital; current income is secondary. The fund invests primarily in equities, including convertibles. It may also invest in short-term money markets for income and long-term, high-quality debt for growth. There is no limitation on the percentage of assets that it may invest in any particular type of security. The advisor focuses on companies with large market capitalizations that have records of earnings growth and dividends. | | | Fund Profile |
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