|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
220.05M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.21% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
19.50% |
| 5y Avg Return: |
14.72% |
| Rank in Category (ytd): |
769 |
| % Rank in Category (ytd): |
43.99% |
| Beta (3y): |
1.04 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term capital appreciation. The fund focuses on growing companies that generally have broad product lines, markets, financial resources and depth of management. It normally invests at least 80% of net assets in equity securities of companies that, at the time of purchase of the securities, have a market capitalization equal to or greater than the market capitalization of companies included in the Russell 1000 Growth index, updated quarterly as reported as of the most recent quarter-end. |
|
| Fund Profile |
|
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