| | | Morningstar Overall Rating: |  | | Total Assets: | 7.56M | | Category: | Conservative Allocation | | Total Expense Ratio: | 1.21% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 13.86% | | 5y Avg Return: | 4.85% | | Rank in Category (ytd): | 401 | | % Rank in Category (ytd): | 62.95% | | Beta (3y): | 0.19 | | Morningstar Risk Rating: | Low |
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| The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund invests a fixed target percentage of total assets in each of the following investment categories: gold and silver; Swiss franc assets; hard asset securities; large capitalization growth stocks; and dollar assets. The average length to maturity of dollar assets does not exceed fifteen years and corporate bonds have a Standard & Poor?s rating of ?A? or higher and a remaining time to maturity of twenty four months or less. It is nondiversified. | | | Fund Profile
- MPERX Prospectus
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