| | | Morningstar Overall Rating: |  | | Total Assets: | 437.25M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.87% | | 5y Avg Return: | 5.08% | | Rank in Category (ytd): | 970 | | % Rank in Category (ytd): | 81.93% | | Beta (3y): | 0.81 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term growth of capital and preservation of capital. The fund primarily invests in a combination of stocks and fixed-income securities. It typically invests in intermediate to long-term fixed-income securities with maturities of five to 10 years but may invest in securities of any maturity. The fund may also invest in ADRs and U.S. dollar denominated securities of foreign issuers. | | | Fund Profile |
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