|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
42.58M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.25% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-2.54% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1303 |
| % Rank in Category (ytd): |
90.99% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of companies which at the time of initial purchase by the fund have market capitalizations in excess of $10 billion. Generally, it holds 20 securities in its portfolio and holds the investment typically for two to five years. It may invest up to 20% of assets in securities of foreign companies. The fund is nondiversified. |
|
| Fund Profile |
|