| | | Morningstar Overall Rating: | N/A | | Total Assets: | 2.77M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 39.28% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 23 | | % Rank in Category (ytd): | 1.94% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks total return. The fund invests primarily in a broad range of income-producing securities including equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. It invests at least 30% of assets in equity securities. The fund may invest up to 20% of assets in equity securities of issuers domiciled outside the United States, including without limitation ADRs. It may also invest up to 20% of assets in debt securities of non-U.S. issuers. The fund may invest without limitation in lower quality, higher yielding debt securities. It is nondiversified. | | | Fund Profile |
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