| | | Morningstar Overall Rating: | N/A | | Total Assets: | 21.16M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 3.64% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 613 | | % Rank in Category (ytd): | 95.93% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund normally invests primarily in other investment companies (including ETFs). It may invest in the international, domestic equity, and fixed-income markets, with limited (typically less than 15%) exposure to emerging markets. The fund typically owns 5 to 30 positions. | | | Fund Profile |
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