| No headlines available for DFBRX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 1.75M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.75% | | 5y Avg Return: | 3.83% | | Rank in Category (ytd): | 367 | | % Rank in Category (ytd): | 31% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation; current income is a secondary consideration. The fund invests in a combination of underlying securities representing a variety of asset classes and investment styles that are managed by the advisor. It typically targets about 60% of net assets in equity securities and about 40% of net assets in fixed-income securities. The fund may invest 10% to 60% of net assets in foreign securities and up to 15% of net assets in emerging-market securities. | | | Fund Profile |
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