| No headlines available for TWBIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 475.54M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.58% | | 5y Avg Return: | 2.57% | | Rank in Category (ytd): | 1077 | | % Rank in Category (ytd): | 90.96% | | Beta (3y): | 0.87 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital growth and current income. The fund normally invests approximately 60% of assets in equity securities and the remainder in bonds and other fixed-income securities. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of high-grade government, corporate, asset-backed and similar securities payable in U.S. currency. Up to 20% of the fixed-income assets may be invested in securities rated in the fourth category by a nationally recognized statistical rating organization, and up to 15% may be invested in securities rated in the fifth category. | | | Fund Profile |
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