|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
33.68M |
| Category: |
Large Growth |
| Total Expense Ratio: |
% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
20.36% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1031 |
| % Rank in Category (ytd): |
58.98% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of assets in stocks of large-cap companies that offer growth potential at a reasonable price. The portfolio managers define a large cap company as an established, better-known company having a market capitalization of $7 billion or more. The portfolio managers employ a Growth at a Reasonable Price ("GARP") strategy to build a portfolio of common stocks. The portfolio managers do not expect the Fund's rate of portfolio turnover to exceed 100%. |
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| Fund Profile |
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