|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
143.31M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.30% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.09% |
| 5y Avg Return: |
1.21% |
| Rank in Category (ytd): |
338 |
| % Rank in Category (ytd): |
17.96% |
| Beta (3y): |
1.04 |
| Morningstar Risk Rating: |
Above 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 have a market capitalization equal to or greater than the market capitalization of companies included in the Russell 1000 Growth index. The fund invests at least 75% of net assets in equity securities of companies with a market capitalization greater than $10 billion and no longer purchase securities of companies with a market capitalization less than $4 billion. |
|
| Fund Profile |
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