| | | Morningstar Overall Rating: | N/A | | Total Assets: | 132.19M | | Category: | World Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 8.60% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 241 | | % Rank in Category (ytd): | 92.69% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The fund seeks to earn a positive total return that exceeds the rate of inflation by 500 basis points (or 5.00%) over a reasonable period of time regardless of market conditions. The fund combines two separate investment strategies. The beta strategy consists of a globally diversified asset allocation strategy. The alpha strategy involves the potential use of various ?overlay? strategies. These consist of diverse active trading strategies designed to provide additional total return through the exploitation of market inefficiencies and other conditions. | | | Fund Profile |
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