| | | Morningstar Overall Rating: |  | | Total Assets: | 475.49M | | Category: | Large Value | | Total Expense Ratio: | 1.25% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 51.76% | | 5y Avg Return: | 8.90% | | Rank in Category (ytd): | 13 | | % Rank in Category (ytd): | 0.97% | | Beta (3y): | 1.11 | | 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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