| No headlines available for STRTX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 56.37M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.76% | | 5y Avg Return: | 2.37% | | Rank in Category (ytd): | 1495 | | % Rank in Category (ytd): | 73.97% | | Beta (3y): | 0.83 | | Morningstar Risk Rating: | Low |
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| The investment seeks to maximize total return. The fund uses an active asset allocation strategy that involves apportioning assets between diversified U.S. equity securities and U.S. Treasury obligations. It is expected that the equity portion of the fund will approximately resemble that of the Wilshire 5000 index. The fund may invest in U.S Treasury securities of any maturity. Management determines how the fund allocates its assets between asset classes. | | | Fund Profile |
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