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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
67.20M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.25% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
3.46% |
| 5y Avg Return: |
11.32% |
| Rank in Category (ytd): |
229 |
| % Rank in Category (ytd): |
15.99% |
| Beta (3y): |
0.75 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term growth of capital; current income is secondary. The fund invests primarily in companies with market capitalizations of $1 billion or more, with long records of earnings growth and dividends. The advisor may focus on a relatively limited number of securities, generally 25 or less, other than money-market instruments. The fund may also purchase American depositary receipts. It is nondiversified. |
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| Fund Profile
- YAFFX Prospectus
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