| | | Morningstar Overall Rating: |  | | Total Assets: | 23.76M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | -1.34% | | 5y Avg Return: | 1.29% | | Rank in Category (ytd): | 632 | | % Rank in Category (ytd): | 98.9% | | Beta (3y): | 0.00 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation. The fund usually invests a substantial portion of assets in common stocks; it may, however, invest all or any portion of assets in fixed-income securities. Securities of unseasoned companies, foreign issuers, and special situations may provide suitable opportunities for investment. Investments may also include corporate debentures or notes of any credit quality, preferred stocks, and convertible securities. The fund may invest no more than 10% of assets in foreign securities. It may also engage in short selling and various hedging techniques. | | | Fund Profile |
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