| | | Morningstar Overall Rating: |  | | Total Assets: | 80.21M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.93% | | 5y Avg Return: | -2.81% | | Rank in Category (ytd): | 497 | | % Rank in Category (ytd): | 41.98% | | Beta (3y): | 1.15 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to provide a balance investment composed of a well diversified portfolio of stocks and bonds which produce both capital growth and current income. The fund invests mainly in a combination of bonds and U.S. value stocks, with a greater focus on value stocks. It usually buys bonds of governments and private companies that are mostly investment-grade in quality with maturities of three years or longer. It invests mainly in equities of large and midsize companies. | | | Fund Profile |
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