|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
992.72M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.13% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-6.23% |
| 5y Avg Return: |
2.35% |
| Rank in Category (ytd): |
1769 |
| % Rank in Category (ytd): |
94% |
| Beta (3y): |
0.90 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term growth of capital. The fund normally invests at least 65% of assets in equity related securities of medium to large capitalization companies that exceed $1 billion in market capitalization. It may invest in common stocks, nonconvertible securities, ADRs, REITs, warrants and rights that can be exercised to obtain stock. The fund may invest up to 20% of assets in foreign equity securities. It may also invest in mortgage-backed securities, money market instruments, options and make short sales of a security. |
|
| Fund Profile |
|
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