| | | Morningstar Overall Rating: |  | | Total Assets: | 193.70M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.35% | | 5y Avg Return: | 4.04% | | Rank in Category (ytd): | 722 | | % Rank in Category (ytd): | 60.98% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | High |
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| The investment seeks current income and long-term growth of capital. The fund allocates assets between common stocks and fixed-income securities. It usually invests between 50% and 75% of net assets in equity securities and between 25% and 50% of net assets in fixed-income securities (primarily corporate bonds, U.S. Government securities, mortgage-backed and asset-backed securities, and short-term investments). Fixed-income securities may be of any investment quality, but investment in securities rated below investment grade will be limited to not more than 15% of total assets. | | | Fund Profile |
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