| No headlines available for SIBAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 11.59M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.98% | | 5y Avg Return: | 3.03% | | Rank in Category (ytd): | 722 | | % Rank in Category (ytd): | 60.98% | | Beta (3y): | 0.92 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income. The fund invests between 35% and 65% of assets in common stocks and between 35% and 65% fixed-income securities. The equity portion of the fund is invested primarily in the common stocks of growth companies with a capitalization of $5 billion or more at the time of purchase. It invests primarily in debt securities that are either rated investment-grade or, if unrated, determined to be of comparable quality by the management. Unrated securities mayl not exceed 20% of the fixed-income portion of the fund?s portfolio. | | | Fund Profile |
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