| No headlines available for USTRX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 145.66M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 10.60% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1980 | | % Rank in Category (ytd): | 97.97% | | Beta (3y): | 0.62 | | Morningstar Risk Rating: | Low |
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| The investment seeks a positive return and greater returns then the S&P 500 index with less risk for long term (five year and more). The fund shifts assets among stocks, investment-grade bonds, or cash equivalents. Assets are invested in stocks through the use of stock-based exchange-traded funds (ETFs), investment-grade bonds through either ETFs or direct investments, or cash equivalents through direct investment in short-term, high-quality money market instruments or money market funds. It is nondiversified. | | | Fund Profile |
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