|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
46.41M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-1.78% |
| 5y Avg Return: |
13.77% |
| Rank in Category (ytd): |
1713 |
| % Rank in Category (ytd): |
81.96% |
| Beta (3y): |
0.99 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation and income. The fund invests primarily in common stocks of large and mid-sized U.S. companies. It may also invest in fixed income investments (primarily U.S. government obligations). The fund also may purchase small capitalization stocks (companies with less than $1 billion in market capitalization), or preferred stock, warrants, rights or other securities that are convertible into or exchangeable for shares of common stock. |
|
| Fund Profile |
|
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