| | | Morningstar Overall Rating: |  | | Total Assets: | 559.50M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 57.87% | | 5y Avg Return: | 8.54% | | Rank in Category (ytd): | 12 | | % Rank in Category (ytd): | 0.93% | | Beta (3y): | 1.09 | | 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 companies with market capitalizations of $1 billion or more, with long records of earnings growth and dividends. The advisor may focus on a relatively limited number of securities, generally 25 or less, other than money-market instruments. The fund may also purchase American depositary receipts. It is nondiversified. | | | Fund Profile |
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