| | | Morningstar Overall Rating: |  | | Total Assets: | 65.07M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.46% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 210 | | % Rank in Category (ytd): | 32.86% | | Beta (3y): | 0.85 | | Morningstar Risk Rating: | Average |
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| The investment seeks current income with growth of capital as a secondary objective. The fund normally targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund will invest primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. | | | Fund Profile |
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