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Old Mutual Asset Allocation Balanced Z (OMBZX)

On Feb 10: 9.72 USD  Up 0.08 (0.83%)  
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 OLD MUTUAL ASSET ALLOCATION BAL Delayed quote dataEdit
Net Asset Value:9.72
Trade Time:Feb 10
Change:Up 0.08 (0.83%)
Prev Close:9.72
YTD Return*:22.73%
Net Assets*:860.00K
Yield*:4.14%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for OMBZX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:860.00K
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:22.73%
5y Avg Return:3.84%
Rank in Category (ytd):532
% Rank in Category (ytd):44.93%
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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