|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
81.30M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.49% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.37% |
| 5y Avg Return: |
13.09% |
| Rank in Category (ytd): |
14 |
| % Rank in Category (ytd): |
0.98% |
| Beta (3y): |
0.54 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term growth of capital and income. The fund invests invest primarily in common stocks traded on the major U.S. security exchanges and U.S. treasury notes and bonds and U.S. government agency notes and bonds. The portfolio usually consists of 20 to 30 different stocks. The management identifies a specific range of maturities of fixed income securities that present an enhanced potential for capital gains. |
|
| Fund Profile
- PHILX Prospectus
|
|
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