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Old Mutual Asset Allocation Cnsrv Z (OMCZX)

On Feb 10: 10.16 USD  Up 0.03 (0.30%)  
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 OLD MUTUAL ASSET ALLOCATION CON Delayed quote dataEdit
Net Asset Value:10.16
Trade Time:Feb 10
Change:Up 0.03 (0.30%)
Prev Close:10.16
YTD Return*:18.45%
Net Assets*:830.00K
Yield*:5.76%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for OMCZX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:5 stars
Total Assets:830.00K
Category:Conservative Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:18.45%
5y Avg Return:4.81%
Rank in Category (ytd):383
% Rank in Category (ytd):59.94%
Beta (3y):0.65
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks to provide investors with current income and preservation of capital. 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 20-40% of assets among equity funds and 60-80% among fixed-income funds.
Fund Profile


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