|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
647.93M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.07% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
38.49% |
| 5y Avg Return: |
21.02% |
| Rank in Category (ytd): |
104 |
| % Rank in Category (ytd): |
4.98% |
| Beta (3y): |
0.91 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks to long-term capital appreciation with a prudent approach to protection of capital from undue risks. The fund normally invests approximately 75% of assets in equity securities. It may invest up to 35% of assets in debt or fixed-income securities of a quality below investment grade, including securities commonly referred to as "junk bonds". The fund may invest up to 25% of assets in securities issued by companies in any single industry. |
|
| Fund Profile |
|
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