|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.91M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.25% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
9.78% |
| 5y Avg Return: |
12.29% |
| Rank in Category (ytd): |
17 |
| % Rank in Category (ytd): |
0.97% |
| Beta (3y): |
0.94 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks Long-term capital growth. The fund invests normally at least 80% of net assets in equity securities of large companies, that is, companies similar in size to issuers included in the Russell 1000 Growth index. The Russell 1000 Growth index is a large capitalization index that measures the performance of companies in the index with higher price-to-book ratios and higher forecasted growth values. |
|
| Fund Profile |
|
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