|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
53.15M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.68% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
2.48% |
| 5y Avg Return: |
7.00% |
| Rank in Category (ytd): |
313 |
| % Rank in Category (ytd): |
14.98% |
| Beta (3y): |
0.67 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks capital appreciation; income is secondary consideration. The fund normally invests at least 80% of net assets in the equities of large-capitalization companies with market capitalizations in excess of $8 billion. It may invest up to 20% of assets in equity securities of smaller companies. For defensive purposes, the fund may invest up to 100% of assets temporarily in non-equity securities, such as investment grade corporate bonds, commercial paper and government securities. |
|
| Fund Profile |
|
Help
0.08 (1.06%) 
Summary
Add IICAX to Portfolio 
Download Data
