| No headlines available for ARBAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 13.82M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.16% | | 5y Avg Return: | 2.31% | | Rank in Category (ytd): | 805 | | % Rank in Category (ytd): | 67.99% | | Beta (3y): | 0.94 | | Morningstar Risk Rating: | Average |
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| The investment seeks total return. The fund invests in a diverse portfolio of common stocks of large-cap and mid-cap companies, and investment-grade fixed-income securities, but maintains at least 25% of assets in fixed-income securities. The advisor purchases investment-grade fixed-income securities with varying maturities, including corporate and government securities and mortgage backed securities. The fund advisor may invest up to 15% of fund assets in lower-rated debt securities. | | | Fund Profile |
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