| | | Morningstar Overall Rating: |  | | Total Assets: | 41.33M | | Category: | Conservative Allocation | | Total Expense Ratio: | 1.22% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 23.15% | | 5y Avg Return: | 2.26% | | Rank in Category (ytd): | 44 | | % Rank in Category (ytd): | 6.91% | | Beta (3y): | 1.33 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital appreciation. The fund normally allocates at least 95% of net assets among a selected group of stock and bond mutual funds according to the current level of the S&P 500 Stock index in relation to predetermined ranges set by the investment adviser. It may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities. The fund is nondiversified. | | | Fund Profile |
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