| | | Morningstar Overall Rating: |  | | Total Assets: | 7.75M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 16.01% | | 5y Avg Return: | 2.00% | | Rank in Category (ytd): | 1041 | | % Rank in Category (ytd): | 87.92% | | Beta (3y): | 0.93 | | Morningstar Risk Rating: | Below average |
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| The investment seeks current income and capital appreciation. The fund primarily invests in fixed income securities and equity securities. It may invest between 40% and 65% of assets in equity securities and at least 25% of assets in fixed income securities. The fund seeks to provide an overall return comprising between 40% and 65% of the return of the return of Russell 1000? Index and between 35% and 60% of the return of the Barclays Capital U.S. Aggregate Index. | | | Fund Profile |
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