| No headlines available for CLERX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 172.22M | | Category: | Moderate Allocation | | Total Expense Ratio: | 1.48% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 18.12% | | 5y Avg Return: | 0.70% | | Rank in Category (ytd): | 617 | | % Rank in Category (ytd): | 50.95% | | Beta (3y): | 1.13 | | Morningstar Risk Rating: | Average |
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| The investment seeks a combination of current income and capital growth. The fund may invest up to 80% of assets in underlying funds or individual securities that invest in futures contracts and options on futures contracts, and that seek capital growth or appreciation by investing in common stock or securities convertible into or exchangeable for common stock, including the stock of foreign issuers. It invests at least 20% of assets in underlying funds or other securities that invest in, long, medium, or short-term bonds and other fixed income securities of varying qualities. | | | Fund Profile |
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