| No headlines available for MONAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 10.93M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.46% | | 5y Avg Return: | 0.18% | | Rank in Category (ytd): | 367 | | % Rank in Category (ytd): | 31% | | Beta (3y): | 1.15 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund invests principally in the following three asset classes: equity securities, investment grade fixed-income securities, and real estate and asset-based securities. It allocates 15% to 50% of assets to each of the three asset classes, although in most economic environments the allocation is expected to be in approximately equal proportions. The fund may invest, under certain circumstances, in exchange-traded and closed-end funds for liquidity and diversification purposes. | | | Fund Profile |
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