| | | Morningstar Overall Rating: |  | | Total Assets: | 266.06M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 2.30% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 2021 | | % Rank in Category (ytd): | 100% | | Beta (3y): | 0.14 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation while maintaining a secondary emphasis on capital preservation. The fund primarily invests in ETFs and Cash Positions. It substantially invests in ETFs tracking equity markets or market sectors when the advisor believes its asset allocation model indicates that the applicable market or sector is likely to appreciate. The fund invests in fixed-income ETFs, Cash Positions, and similar securities when the Advisor believes its asset allocation model indicates significant risks in the equity markets of losing value. | | | Fund Profile |
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