| | | Morningstar Overall Rating: |  | | Total Assets: | 48.54M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 12.98% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1112 | | % Rank in Category (ytd): | 93.92% | | Beta (3y): | 0.79 | | Morningstar Risk Rating: | Below average |
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| The investment seeks growth of capital. The fund primarily invests in both growth funds, as well as in fixed income securities and mutual funds investing in fixed income securities and other debt instruments. It always invests at least 30%, and may invest up to 70%, of its assets primarily in equity mutual funds (?underlying funds?) investing in common stocks. In the underlying funds, current income will usually be of secondary importance. The Adviser overweights mutual fund types that it believes represent above average market potential relative to market risk. | | | Fund Profile |
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