| No headlines available for TOTLX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 7.28M | | Category: | World Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | N/A | | 5y Avg Return: | N/A | | Rank in Category (ytd): | | | % Rank in Category (ytd): | N/A | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation and current income with an emphasis on risk management. The fund invests in no-load and load waived mutual funds as well as exchange-traded funds. It typically holds a combination of core equity, balanced and fixed-income mutual funds, as well as ETFs and will emphasize risk management in structuring the portfolio. The fund invests between 20% and 80% of assets in fixed-income type mutual funds or ETFs at all times. | | | Fund Profile |
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