| | | Morningstar Overall Rating: |  | | Total Assets: | 578.16M | | Category: | Moderate Allocation | | Total Expense Ratio: | 1.18% |
|
| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 19.41% | | 5y Avg Return: | 8.21% | | Rank in Category (ytd): | 508 | | % Rank in Category (ytd): | 41.95% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Above average |
|
| The investment seeks current income, long-term growth of capital and income and preservation of capital. The fund allocates its investments among a diversified mix of debt and equity securities. It normally invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. Although the fund invests primarily in U.S. securities, it may invest up to 35% of assets in foreign securities. | | | Fund Profile |
|
Help
0.09 (0.64%) 
Summary
Add SVBAX to Portfolio 
Download Data
