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| Morningstar Overall Rating: |
N/A |
| Total Assets: |
38.91M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.25% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
13.61% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
522 |
| % Rank in Category (ytd): |
24.98% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
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| The investment seeks to provide a high total return. The fund invests normally at least 80% of assets in different U.S. securities, selected from a universe of publicly traded large-capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 indices. It takes long and short positions mainly in equity securities and derivatives on those securities of companies that each have a market capitalization of at least $4 billion. The fund may invest in common stocks, preferred stocks, convertible securities, depositary receipts and warrants to buy common stocks. |
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| Fund Profile |
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