| No headlines available for CBALX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 205.77M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.00% | | 5y Avg Return: | 5.31% | | Rank in Category (ytd): | 248 | | % Rank in Category (ytd): | 20.95% | | Beta (3y): | 0.98 | | Morningstar Risk Rating: | Average |
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| The investment seeks high total return. The fund normally invests in a mix of equity and debt securities. It invests between 35% and 65% of net assets in each asset class. With respect to its equity securities investments, the fund invests primarily in equity securities of large-capitalization companies; With respect to its debt securities investments, it invests primarily in securities that are rated investment grade. The fund may invest up to 10% of total assets in securities that are rated below investment grade. | | | Fund Profile |
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