|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
296.73M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.49% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.80% |
| 5y Avg Return: |
5.03% |
| Rank in Category (ytd): |
1750 |
| % Rank in Category (ytd): |
92.99% |
| Beta (3y): |
1.18 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital appreciation. The fund invests primarily in growth-oriented equity securities of medium-and large-capitalization companies. The equity securities include common and preferred stocks, convertible securities and equity-linked securities, rights and warrants to purchase common stocks, depositary receipts, equity-related futures contracts and options and other specialty securities having equity features. It may invest up to 35% of total assets in securities of foreign issuers. The fund may invest up to 10% of total assets in real estate investment trusts (?REITs?). |
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| Fund Profile |
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