| | | Morningstar Overall Rating: |  | | Total Assets: | 456.89M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.46% | | 5y Avg Return: | -1.07% | | Rank in Category (ytd): | 23 | | % Rank in Category (ytd): | 1.94% | | Beta (3y): | 1.43 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term total return through capital growth and current income. The fund invests in a combination of debt and equity securities chosen for the potential for current income and capital growth. It normally invests at least 25% of assets in foreign equity and fixed income securities. The fund invests in both common and preferred stocks of large U.S. companies. In addition, it may seek to maintain a weighted average market capitalization that falls within the range of the Russell 1000 index. | | | Fund Profile |
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