|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
384.81M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.23% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.63% |
| 5y Avg Return: |
1.29% |
| Rank in Category (ytd): |
1430 |
| % Rank in Category (ytd): |
75.98% |
| Beta (3y): |
1.17 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of U.S. companies that have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. It will typically own between 25 -30 stocks. The fund is nondiversified. |
|
| Fund Profile |
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