|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
35.13M |
| Category: |
Large Growth |
| Total Expense Ratio: |
2.05% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
25.79% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
17 |
| % Rank in Category (ytd): |
0.97% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks capital appreciation. The fund invests primarily in publicly trades stocks of U.S. companies irrespective of market capitalization size. It may invest up to 25% of total assets in the securities of foreign issuers. The fund will not invest more than 35% of total assets in debt securities, including direct and indirect obligations of the U.S. Government. It may also invest up to 25% of total assets in U.S debt securities that are not investment grade securities. The fund is nondiversified. |
|
| Fund Profile |
|
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