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HighMark Income Plus Allocation C (HMPCX)

On Feb 10: 19.00 USD  Up 0.10 (0.53%)  
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 HIGHMARK INCOME PLUS ALLOCAION Delayed quote dataEdit
Net Asset Value:19.00
Trade Time:Feb 10
Change:Up 0.10 (0.53%)
Prev Close:19.00
YTD Return*:16.04%
Net Assets*:4.85M
Yield*:1.44%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for HMPCX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:4.85M
Category:Conservative Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:16.04%
5y Avg Return:1.95%
Rank in Category (ytd):466
% Rank in Category (ytd):72.93%
Beta (3y):0.72
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks income and secondarily capital appreciation. The fund normally invests either directly or through investments in underlying funds, between 55% to 85% of assets in fixed income securities and between 15% to 45% of assets in equity securities. Its strategic allocation target is 70% fixed income securities and 30% equities. The fund is the most conservative of the Asset Allocation Portfolio series. It may invest in other HighMark funds and in equity and fixed income funds. The fund may also invest in exchange traded funds.
Fund Profile


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