|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
31.00M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.25% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.97% |
| 5y Avg Return: |
-0.53% |
| Rank in Category (ytd): |
596 |
| % Rank in Category (ytd): |
27.97% |
| Beta (3y): |
0.95 |
| Morningstar Risk Rating: |
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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