| No headlines available for MBLAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 73.58M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 11.31% | | 5y Avg Return: | 2.49% | | Rank in Category (ytd): | 1136 | | % Rank in Category (ytd): | 95.95% | | Beta (3y): | 0.61 | | Morningstar Risk Rating: | Low |
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| The investment seeks a high total return through the combination of income and capital appreciation. The fund invests in a broadly diversified array of securities including bonds, common stocks, real estate securities, foreign market bonds and stocks and money market instruments. It normally invests up to 80% of assets in bonds, up to 60% of assets in stocks , up to 25% of assets in real estate securities, and up to 25% of asset in foreign (including emerging market) stocks and bonds. It may limit the investment in lower credit quality bonds to less than 50% of assets. It may invest in ETFs. | | | Fund Profile |
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