|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
27.30M |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.64% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.57% |
| 5y Avg Return: |
2.23% |
| Rank in Category (ytd): |
38 |
| % Rank in Category (ytd): |
7.82% |
| Beta (3y): |
0.78 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital with dividend income as a secondary objective. The fund uses a blended growth and income investment strategy. It invests primarily in domestic common stocks, balancing its investments between growth and dividend-paying stocks, depending on where value is in the stock market. The fund may invest in companies of any size, but typically avoid very small companies (micro-caps) under $100 million in market value. It may also invest in other investment companies to the extent permitted by federal law and any exemptions granted to the fund by the SEC. |
|
| Fund Profile |
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