| No headlines available for SCORX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 4.17M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 18.25% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 935 | | % Rank in Category (ytd): | 78.97% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term appreciation and capital preservation. The fund invests in a mix of common stocks and other equity securities, plus bonds and other debt securities including short-term (money market) instruments. It invests approximately 40% of assets in equities of U.S. companies, 20% in foreign equities (limited to those that trade and settle in the U.S.), 25% in investment-grade debt securities (those rated BBB or higher, including government and convertible bonds) with maturities of three years or longer, and 15% in short-term debt securities including money market instruments and cash. | | | Fund Profile |
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