| | | Morningstar Overall Rating: |  | | Total Assets: | 606.77M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.55% | | 5y Avg Return: | 8.35% | | Rank in Category (ytd): | 615 | | % Rank in Category (ytd): | 51.94% | | Beta (3y): | 1.09 | | Morningstar Risk Rating: | Above average |
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| 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 |
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