| | | Morningstar Overall Rating: |  | | Total Assets: | 202.74M | | Category: | Moderate Allocation | | Total Expense Ratio: | 0.97% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 28.16% | | 5y Avg Return: | 5.69% | | Rank in Category (ytd): | 84 | | % Rank in Category (ytd): | 6.94% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital appreciation. The fund invests primarily in domestic common stocks and bonds, including convertible bonds and ?zero coupon? government bonds. It may invest, without restriction, in future interest and principal of U. S. government securities, commonly known as "zero coupon" bonds. The fund invests in domestic common stocks of any capitalization where the overriding strategy is long-term capital appreciation. It may also invest in foreign securities. | | | Fund Profile |
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