| No headlines available for SVBIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 91.50M | | Category: | Moderate Allocation | | Total Expense Ratio: | 0.75% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 19.78% | | 5y Avg Return: | 8.69% | | Rank in Category (ytd): | 460 | | % Rank in Category (ytd): | 37.99% | | Beta (3y): | 1.10 | | 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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