|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
54.05M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-7.14% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1693 |
| % Rank in Category (ytd): |
89.96% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks maximum long-term capital growth. The fund uses a bottom-up investment process to construct a diversified portfolio of growth companies across a broad capitalization range. It primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies. The fund invests in U.S. companies with market capitalizations of at least $3 billion at the time of initial purchase and there is no restriction on the size of the non-U.S. companies in which the Fund may invest. The maximum investment in any single industry is 25% of net assets. |
|
| Fund Profile |
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