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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.23B |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.23% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.62% |
| 5y Avg Return: |
1.57% |
| Rank in Category (ytd): |
1427 |
| % Rank in Category (ytd): |
66.96% |
| Beta (3y): |
1.14 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It uses a value investment philosophy in selecting equity securities. This investment philosophy is based upon the belief that, over time, a company's stock price converges with the company's intrinsic or true business value. |
|
| Fund Profile |
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