|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
3.30M |
| Category: |
Large Growth |
| Total Expense Ratio: |
0.98% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
24.71% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
786 |
| % Rank in Category (ytd): |
44.97% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks capital appreciation. The fund typically invests in growth stocks of mid-cap (having a market capitalization of between approximately $2.5 and $9 billion at the time of acquisition) and large-cap companies (having a market capitalization of approximately $9 billion or more at the time of acquisition) whose earnings are growing, or are expected to grow, at an accelerated rate. It focus on companies that have expanding sales growth, increasing profit margins, significant new product development efforts and cash flow returns in excess of their cost of capital. |
|
| Fund Profile |
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