|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.73B |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.12% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
23.46% |
| 5y Avg Return: |
18.02% |
| Rank in Category (ytd): |
1590 |
| % Rank in Category (ytd): |
90.96% |
| Beta (3y): |
1.13 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation; current income is secondary. The fund normally invests in common stocks of well-established, but dynamic, blue-chip companies with market capitalizations of more than $6 billion. The advisor focuses on companies whose earnings are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios. The advisor seeks fundamentally sound companies that are experiencing a positive change. |
|
| Fund Profile |
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