|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
25.45M |
| Category: |
Large Growth |
| Total Expense Ratio: |
2.01% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
8.29% |
| 5y Avg Return: |
8.21% |
| Rank in Category (ytd): |
17 |
| % Rank in Category (ytd): |
0.97% |
| Beta (3y): |
1.13 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital appreciation; current income is secondary. The fund invests primarily in the securities of blue-chip companies. It may invest in smaller capitalization companies. Management focuses on companies with proven records of profitability and strong earnings momentum. |
|
| Fund Profile |
|
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