|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.12B |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.05% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.59% |
| 5y Avg Return: |
3.87% |
| Rank in Category (ytd): |
511 |
| % Rank in Category (ytd): |
23.98% |
| Beta (3y): |
1.04 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities. It invests primarily in common stocks of U.S. issuers. The Advisor uses a ?bottom-up? strategy, focusing on individual security selection to identify companies that it believes will make attractive long-term investments. The fund may invest in stocks of small, large, or mid-size companies. It may also purchase shares of ETFs. |
|
| Fund Profile |
|
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