| No headlines available for FOBAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 26.62M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.40% | | 5y Avg Return: | 3.20% | | Rank in Category (ytd): | 509 | | % Rank in Category (ytd): | 42.99% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation and current income. The fund normally invests 25% to 75% of total assets in stocks and convertible securities, and at least 25% in fixed income securities. Fixed income securities may include money market mutual funds. The fund may invest in securities issued by companies with large, medium, or small capitalizations. It invests principally in companies the adviser believes have the potential to grow earnings more rapidly than their competitors. The fund may also invest in preferred stocks and warrants. Equity holdings are typically diversified across the major sectors. | | | Fund Profile |
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