| | | Morningstar Overall Rating: |  | | Total Assets: | 17.40M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.54% | | 5y Avg Return: | 1.53% | | Rank in Category (ytd): | 592 | | % Rank in Category (ytd): | 50% | | Beta (3y): | 0.96 | | Morningstar Risk Rating: | Below average |
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| The investment seeks growth of capital with current income. The fund normally allocates between 50% and 70% of total assets in equity securities and at least 25% in fixed-income securities. The portfolio manager uses a bottom-up approach. It may invest in foreign securities. the fund may invest in securities of the U.S. government and agencies, corporate notes and bond, mortgage- and asset-backed securities and short-term money market instruments. It may use futures, swaps and other derivatives for hedging purposes or to seek total return. | | | Fund Profile |
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