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| Morningstar Overall Rating: |
 |
| Total Assets: |
24.96M |
| Category: |
Large Blend |
| Total Expense Ratio: |
2.00% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.02% |
| 5y Avg Return: |
1.47% |
| Rank in Category (ytd): |
191 |
| % Rank in Category (ytd): |
8.96% |
| Beta (3y): |
0.98 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term growth of capital, current income is a secondary consideration. The fund primarily invests at least 80% of its net assets in common stocks of "blue chip" companies, which are companies that the portfolio manager believes have some combination of a well known product, brand or name, strong balance sheet, ten or more years of operations and substantial market capitalization or market liquidity. |
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| Fund Profile |
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