| | | Morningstar Overall Rating: |  | | Total Assets: | 14.90M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 18.99% | | 5y Avg Return: | 4.51% | | Rank in Category (ytd): | 923 | | % Rank in Category (ytd): | 77.96% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term total return. The fund normally invests in a combination of equity, fixed-income and short-term securities. It may invest between 50% to 70% of assets in equity securities and at least 25% in fixed income securities. The Fund may invest in foreign securities. | | | Fund Profile |
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