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Old Mutual Asset Allocation Balanced C (OMBCX)

On Feb 10: 9.68 USD  Up 0.08 (0.83%)  
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 OM ASSET ALLOCATION BALANCED PT Delayed quote dataEdit
Net Asset Value:9.68
Trade Time:Feb 10
Change:Up 0.08 (0.83%)
Prev Close:9.60
YTD Return*:21.65%
Net Assets*:70.53M
Yield*:2.42%
* As of 30-Nov-09
[Chart]
3m  6m  1y  2y  5y  max 
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 HEADLINES 
No headlines available for OMBCX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:70.53M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:21.65%
5y Avg Return:2.90%
Rank in Category (ytd):627
% Rank in Category (ytd):52.96%
Beta (3y):1.09
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation and current income. The fund is a fund of funds which seeks to achieve its investment objective by primarily investing in a diversified portfolio of underlying equity and fixed income funds, although a portion of assets may be invested in cash, cash equivalents, or in money market funds. Under normal circumstances, it expects to invest 50-70% of assets among equity funds and 30-50% among fixed-income funds.
Fund Profile


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