| | | Morningstar Overall Rating: |  | | Total Assets: | 31.99M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 16.66% | | 5y Avg Return: | 2.55% | | Rank in Category (ytd): | 1030 | | % Rank in Category (ytd): | 86.99% | | Beta (3y): | 0.79 | | Morningstar Risk Rating: | Below average |
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| The investment seeks high total investment return. The fund invests in a combination of equity and investment-grade fixed-income securities. The advisor may vary the proportion of fund assets invested in each asset class at any particular time, depending on the economic and market climate. It normally invests at least 50% of assets in equities, and at least 25% of assets in investment-grade fixed-income securities. The fund also may invest up to 25% of assets in high-quality money-market instruments. | | | Fund Profile |
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