|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
185.33M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.01% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.47% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
745 |
| % Rank in Category (ytd): |
34.96% |
| Beta (3y): |
0.86 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks and equity securities of large companies that have a market capitalization of greater than $5 billion. The equity securities are primarily common stocks, but may also include shares of large-cap stocks of exchange-traded fund, real estate investment trusts, royalty trusts, and master limited partnerships. It generally invests in equity securities of domestic companies, but may also invest in that of foreign companies and American Depositary Receipts. |
|
| Fund Profile |
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