|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
18.32B |
| Category: |
Large Growth |
| Total Expense Ratio: |
0.65% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
7.50% |
| 5y Avg Return: |
12.20% |
| Rank in Category (ytd): |
559 |
| % Rank in Category (ytd): |
31.98% |
| Beta (3y): |
0.87 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term growth of capital. The fund invests primarily in stocks of issuers located in the U.S. but may invest in non-U.S. securities to a limited extent. It generally purchases growth-oriented, equity-type securities which involves large price swings and potential for loss. The management focuses primarily on companies with attributes that are associated with long-term growth. |
|
| Fund Profile |
|
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