| | | Morningstar Overall Rating: |  | | Total Assets: | 2.63B | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.00% | | 5y Avg Return: | 3.69% | | Rank in Category (ytd): | 248 | | % Rank in Category (ytd): | 20.95% | | Beta (3y): | 1.14 | | Morningstar Risk Rating: | Average |
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| The investment seeks to provide capital growth, current income, and preservation of capital. The fund normally invests approximately 60% of assets in U.S. and foreign common stocks and 40% in fixed-income securities. It will invest at least 25% of assets in senior fixed-income securities. The fund may also invest in other securities, including futures, options, and swaps. | | | Fund Profile |
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