|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
89.04M |
| Category: |
Large Blend |
| Total Expense Ratio: |
0.90% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
11.87% |
| 5y Avg Return: |
12.52% |
| Rank in Category (ytd): |
125 |
| % Rank in Category (ytd): |
5.98% |
| Beta (3y): |
0.90 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital and income. The fund invests in a diversified portfolio consisting primarily of common stocks. It normally invests at least 80% of net assets in common stocks. It may also invest a portion of net assets (up to 20%) in preferred stocks, fixed-income securities convertible or exchangeable into common stocks, high-grade bonds or other investments that may provide income, including cash and money market securities. |
|
| Fund Profile |
|
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