|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.74B |
| Category: |
Large Value |
| Total Expense Ratio: |
0.92% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
2.58% |
| 5y Avg Return: |
14.18% |
| Rank in Category (ytd): |
243 |
| % Rank in Category (ytd): |
16.97% |
| Beta (3y): |
0.93 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks growth of capital. The fund invests primarily in equity securities selected on the basis of fundamental value. Factors such as price, earnings expectations, earnings and price histories, balance-sheet strength, and perceived management skills play a large role in security selection. The fund predominately invest in large and mid capitalization common stocks. It may invest assets in other types of securities such as corporate debt securities, preferred stock and convertible securities. |
|
| Fund Profile |
|
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