| No headlines available for ABLOX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 128.40M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.93% | | 5y Avg Return: | 3.86% | | Rank in Category (ytd): | 224 | | % Rank in Category (ytd): | 18.92% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | Average |
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| The investment seeks current income and long-term capital appreciation. The fund focuses on stocks of companies that the management believes demonstrate growth potential and on fixed-income securities, with emphasis on income-producing securities that appear to have potential for capital appreciation. It normally invests at least 25% of assets in fixed-income securities and at least 25% of assets in equity securities. The fund may invest up to 10% of assets in lower-rated securities rated "B" or better. | | | Fund Profile |
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