| No headlines available for SHVRX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 9.61M | | Category: | Retirement Income | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.01% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 42 | | % Rank in Category (ytd): | 31.34% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation and current income. The fund invests at least 80% of net assets in Underlying ETFs. It is primarily intended for a person who is retired, expected to retire within a short time or otherwise intends to seek withdrawals from invested assets or seeks to hold over an indefinite time frame a diversified, balanced portfolio with exposure to equity and fixed-income asset classes. The fund invests 10% of assets in underlying ETFs that invest in mid-cap equity assets, 35% in large-cap funds, 10% in international funds, 10% in REITs and 35% in fixed income funds as of December 31, 2008. | | | Fund Profile |
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