| No headlines available for AETAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 56.57M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.51% | | 5y Avg Return: | -0.55% | | Rank in Category (ytd): | 1053 | | % Rank in Category (ytd): | 88.94% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Average |
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| The investment seeks to maximize total return consistent with reasonable safety of principal. The fund invests in a diversified portfolio of stocks, bonds and money market instruments. It normally invests up to 75% of total assets in equity securities and at least 25% of total assets in debt (including money market instruments). The fund may also invest in convertible securities, foreign debt securities and derivatives. It may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. | | | Fund Profile |
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