|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
743.47M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.25% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.80% |
| 5y Avg Return: |
8.05% |
| Rank in Category (ytd): |
26 |
| % Rank in Category (ytd): |
1.96% |
| Beta (3y): |
1.09 |
| Morningstar Risk Rating: |
Above 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. |
|
| Fund Profile |
|
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