| Fund Category |
Large-Cap Core Funds |
| Inception Date |
02/02/2009 |
| Status |
|
| Median Market Cap |
$64.5 Billion |
| Net Assets |
|
| Exp Ratio |
1.25% |
| Load Type |
Institutional |
| Maximum Load |
0.00% |
| Investment Minimum |
$1000 Initial / $100 Additional $250 Initial / $100 Additional (IRA) $250 Initial / $100 Additional (ESA) $1000 Initial / $100 Additional (Custodial)
|
| Min Automatic Investment |
$100 $100 (IRA) $100 (ESA) $100 (Custodial) |
| The investment minimum can be met through an Automatic Investment Plan. |
| Fund Managers |
|
Corapi |
2009 |
|
Vaynshtok |
2009 |
|
 |
|
Standardized Returns |
(As of 10/31/2009) |
| 1 year |
|
11.46% |
9.80% |
| 3 year |
|
-6.33% |
-7.02% |
| 5 year |
|
0.47% |
0.33% |
| 10 year |
|
-1.07% |
-0.95% |
| Since Inception |
28.76% |
|
|
Peer Index (Lipper Lg-Cap Core IX)
Market Index (S&P 500 Daily Reinv IX)
|
| 1 year |
|
| 3 year |
|
| 5 year |
|
| 10 year |
|
| Since Inception |
32.00% |
| 1 year |
- |
| 3 year |
- |
| 5 year |
- |
| 10 year |
- |
| Since Inception |
- |
|
| Total Net Assets, Last
10 Years (in
millions) |
|
Insufficient data. Either the fund is too new, or return data of the correct frequency is not available |
|