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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.31M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.23% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.86% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1091 |
| % Rank in Category (ytd): |
57.97% |
| Beta (3y): |
1.14 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in stocks of large-cap companies that offer growth potential at a reasonable price. It pursues objective by investing primarily in common stocks selected for their capital appreciation potential. The portfolio managers employ a GARP strategy to build a portfolio primarily of common stocks. It may invest in foreign securities. |
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| Fund Profile |
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