| | | Morningstar Overall Rating: |  | | Total Assets: | 2.87M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 14.80% | | 5y Avg Return: | 0.93% | | Rank in Category (ytd): | 504 | | % Rank in Category (ytd): | 78.87% | | Beta (3y): | 0.62 | | Morningstar Risk Rating: | Below average |
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| The investment seeks current income and, secondarily, long-term capital appreciation. The fund invests primarily in U.S. corporate bonds and in dividend paying stocks.It invests in U.S. Government securities, zero-coupon bonds, and high-quality money-market securities.The fund invests a majority of the fund's assets in fixed income securities while the general level of interest rates exceeds the dividend yields available on common stock. Investing a higher proportion of the assets in stocks when the economic outlook is favorable. | | | Fund Profile |
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