|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.32B |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.66% |
| 5y Avg Return: |
1.80% |
| Rank in Category (ytd): |
1411 |
| % Rank in Category (ytd): |
74.97% |
| Beta (3y): |
0.94 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital. The fund primarily invests in a portfolio of common stock of U.S. companies that fund management believes have shown above-average growth rates in earnings over the long-term. It generally invests at least 65% of total assets in common stock, convertible preferred stock, securities convertible into common stock, and rights to subscribe to common stock. The fund emphasizes investments in companies with medium to large market capitalization (currently, approximately $2 billion or more). |
|
| Fund Profile |
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