| No headlines available for SBALX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 32.50M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.91% | | 5y Avg Return: | 2.58% | | Rank in Category (ytd): | 935 | | % Rank in Category (ytd): | 78.97% | | Beta (3y): | 0.98 | | Morningstar Risk Rating: | Below average |
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| The investment seeks income and long-term growth of capital. The fund invests in equity securities and fixed income securities. It normally invests 40% to 75% of total assets in equity securities and securities convertible or exchangeable into common stock and at least 25% of total assets in debt securities and preferred stocks. The fund may invest up to 5% of its net assets in credit derivatives, including credit default swaps. It may invest up to 5% of its net assets in high yield debt instruments; including credit derivatives that present credit characteristics that are equivalent to those of high yield debt instruments. | | | Fund Profile |
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