| | | Morningstar Overall Rating: |  | | Total Assets: | 192.84M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.19% | | 5y Avg Return: | 2.05% | | Rank in Category (ytd): | 35 | | % Rank in Category (ytd): | 2.96% | | Beta (3y): | 1.18 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation with reduced volatility over time. The funds invest primarily in equity securities when we believe the reward characteristics outweigh the risk in the market. To reduce the overall volatility to investors, we generally invest between 20% and 80% of assets in bonds and money market instruments, depending on our view of the overall direction of the stock and bond markets. | | | Fund Profile |
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