| | | Morningstar Overall Rating: |  | | Total Assets: | 28.50M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.43% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1273 | | % Rank in Category (ytd): | 62.99% | | Beta (3y): | 0.84 | | Morningstar Risk Rating: | Low |
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| The investment seeks growth of capital and some current income. The fund invests 60% of assets in U.S. stocks, 20% in U.S. bonds and 20% in international stocks. | | | Fund Profile |
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