|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
76.68M |
| Category: |
Large Blend |
| Total Expense Ratio: |
0.97% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
13.50% |
| 5y Avg Return: |
-0.62% |
| Rank in Category (ytd): |
1630 |
| % Rank in Category (ytd): |
80.97% |
| Beta (3y): |
0.79 |
| 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 |
|
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