| No headlines available for USBSX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 558.05M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.22% | | 5y Avg Return: | 1.45% | | Rank in Category (ytd): | 47 | | % Rank in Category (ytd): | 3.97% | | Beta (3y): | 1.24 | | Morningstar Risk Rating: | Above average |
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| The investment seeks high total return, with reduced risk over time, through an asset allocation strategy that seeks a combination of long-term growth of capital and current income. The fund provides a diversified investment program by allocating assets within the following ranges: 30% to 70% of assets in stocks, and 30% to 70% in bonds and money market instruments. | | | Fund Profile |
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