|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
56.45M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.14% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
20.92% |
| 5y Avg Return: |
-1.11% |
| Rank in Category (ytd): |
1189 |
| % Rank in Category (ytd): |
65.98% |
| Beta (3y): |
0.91 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term total return. The fund invests primarily in common stocks and convertible securities. The portfolio manager uses a bottom-up approach to stock selection and seeks high quality, well-established large-cap companies that the portfolio manager believes are growing their near-term earnings at an above average rate. It may invest in foreign securities. |
|
| Fund Profile |
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