| No headlines available for CBLFX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 14.78M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.01% | | 5y Avg Return: | 2.81% | | Rank in Category (ytd): | 272 | | % Rank in Category (ytd): | 22.97% | | Beta (3y): | 1.18 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation and current income. The fund invests between 50% and 80% of assets in equity securities. While the Balanced Fund focuses on equity and fixed income securities, of U.S. companies, it may also invest in foreign companies. Although the fund may invest in companies of any size, it invests primarily in the common stock of large-cap and mid-cap companies. | | | Fund Profile |
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