| | | Morningstar Overall Rating: |  | | Total Assets: | 135.49M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.26% | | 5y Avg Return: | 3.51% | | Rank in Category (ytd): | 781 | | % Rank in Category (ytd): | 65.96% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | Below average |
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| The investment seeks current income and the possibility of modest long-term capital appreciation. The fund invests in a list of holdings that is diversified by both security type and by industry. It emphasize investments in common stock and other securities convertible into common stock. The fund Invest at least 25% of assets in non-convertible fixed income securities. It invest primarily in higher rated investment grade fixed income securities. The fund may also invest in Lower rated fixed income securities, some securities of foreign issuers and debt securities. | | | Fund Profile |
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