|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
28.55M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.08% |
| 5y Avg Return: |
-0.64% |
| Rank in Category (ytd): |
937 |
| % Rank in Category (ytd): |
43.97% |
| Beta (3y): |
1.11 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities of US large capitalization companies. It defines large-capitalization companies as those with a market capitalization of at least $3 billion. The fund may invest up to 20% of assets in companies that have market capitalizations within the range of the Russell 1000 index but below $3 billion in market capitalization. |
|
| Fund Profile |
|
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