| | | Morningstar Overall Rating: |  | | Total Assets: | 15.00M | | Category: | Moderate Allocation | | Total Expense Ratio: | 1.75% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 13.85% | | 5y Avg Return: | 3.78% | | Rank in Category (ytd): | 980 | | % Rank in Category (ytd): | 80.92% | | Beta (3y): | 0.90 | | 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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