| | | Morningstar Overall Rating: |  | | Total Assets: | 465.94M | | Category: | Moderate Allocation | | Total Expense Ratio: | 1.16% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 13.80% | | 5y Avg Return: | 0.71% | | Rank in Category (ytd): | 993 | | % Rank in Category (ytd): | 82% | | Beta (3y): | 1.07 | | Morningstar Risk Rating: | Average |
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| The investment seeks total return consistent with reasonable risks through a combination of income and long-term growth of capital. The fund invests in a diversified portfolio of equity and fixed-income securities. It normally invests 60% of assets in stocks that may comprise up to 75% of the investments. The fund invests less than 25% of assets in fixed-income securities. It may invest up to 20% of assets in high yield securities. It invests no more than 5% of assets in securities rated CCC- or below. | | | Fund Profile |
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