|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
32.45M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.40% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.15% |
| 5y Avg Return: |
-0.05% |
| Rank in Category (ytd): |
733 |
| % Rank in Category (ytd): |
38.95% |
| Beta (3y): |
1.02 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation. The fund normally invests primarily in equity securities of large-sized growth companies with market capitalizations in excess of $5 billion based on the market size of the investment at the time of purchase. It seeks to purchase securities that the Advisor expects could increase in value 100% within five years. The Advisor selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition. |
|
| Fund Profile |
|
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