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Old Mutual Asset Allocation Balanced I (OMBLX)

On Feb 10: 9.68 USD  Up 0.08 (0.83%)  
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 OM ASSET ALLOCATION BAL PTF CL Delayed quote dataEdit
Net Asset Value:9.68
Trade Time:Feb 10
Change:Up 0.08 (0.83%)
Prev Close:9.68
YTD Return*:22.52%
Net Assets*:1.63M
Yield*:4.13%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for OMBLX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:1.63M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:22.52%
5y Avg Return:3.86%
Rank in Category (ytd):544
% Rank in Category (ytd):45.95%
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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