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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
23.46M |
| Category: |
Large Blend |
| Total Expense Ratio: |
2.06% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.81% |
| 5y Avg Return: |
-1.75% |
| Rank in Category (ytd): |
916 |
| % Rank in Category (ytd): |
42.98% |
| Beta (3y): |
1.03 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks capital appreciation. The invests mainly in common stocks of U.S. companies that have the greatest potential for capital appreciation with stock prices that reflect a value lower than that which we place on the company, or whose earnings we believe are likely to grow over time. It invests mainly in large companies. |
|
| Fund Profile |
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