|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.99B |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.22% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.99% |
| 5y Avg Return: |
0.76% |
| Rank in Category (ytd): |
357 |
| % Rank in Category (ytd): |
18.97% |
| Beta (3y): |
0.99 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It normally holds a core position of between 20 and 30 common stocks. The fund is nondiversified. |
|
| Fund Profile |
|
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