| No headlines available for MBLDX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 113.18M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.85% | | 5y Avg Return: | 2.87% | | Rank in Category (ytd): | 840 | | % Rank in Category (ytd): | 70.95% | | Beta (3y): | 0.98 | | Morningstar Risk Rating: | Below average |
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| The investment seeks a high total rate of return consistent with the preservation of capital. The fund normally invests in a diversified portfolio of three segments. It invests no more than 30% of assets in the money market segment, which seeks to meet liquidity needs by investing in diverse money market instruments; and invests 30%-50% of assets in the core bond segment, which invests primarily in investment grade fixed income instruments; and invests 50%-70% of assets in the core equity segment, which invests primarily in stocks of large capitalization companies. | | | Fund Profile |
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