|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
61.11M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.00% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
2.65% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
386 |
| % Rank in Category (ytd): |
26.96% |
| Beta (3y): |
0.70 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation. The fund will invest at least 80% of assets in equity securities. It may invest up to 20% of net assets in convertible stocks, preferred stocks, money market funds, investment grade short-term money market instruments including U.S. government and agency securities, other fixed income securities, commercial paper, certificates of deposit, repurchase agreements, and other cash equivalents. |
|
| Fund Profile |
|
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