| No headlines available for SASBX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 14.34M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.81% | | 5y Avg Return: | 0.36% | | Rank in Category (ytd): | 1124 | | % Rank in Category (ytd): | 94.93% | | Beta (3y): | 1.21 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term total return consistent with reasonable risk of capital appreciation and current income. The fund invests 60% of total assets in equity securities and 40% of total assets in fixed income securities. It invests the equity portion of assets in common stocks to replicate the S&P 500 Index, and invests the fixed income portion of assets in U.S. Treasury Bonds to replicate the Lehman Brothers 20+ Treasury Index. It seeks to maintain a 95% or better performance correlation with the respective indexes, before fees and expenses, regardless of market conditions. | | | Fund Profile |
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