|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
943.31M |
| Category: |
Large Growth |
| Total Expense Ratio: |
0.80% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.49% |
| 5y Avg Return: |
1.84% |
| Rank in Category (ytd): |
1355 |
| % Rank in Category (ytd): |
72% |
| Beta (3y): |
1.16 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of U.S. companies with above-average potential for revenue and earnings growth. It emphasizes investments in large capitalization growth companies with minimum market capitalizations at the time of purchase of $10 billion and weighted average market capitalization in excess of $40 billion. The portfolio typically owns between 25 and 30 stocks. It is nondiversified. |
|
| Fund Profile |
|
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