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| | | Morningstar Overall Rating: |  | | Total Assets: | 52.03M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.87% | | 5y Avg Return: | 0.82% | | Rank in Category (ytd): | 177 | | % Rank in Category (ytd): | 14.95% | | Beta (3y): | 1.15 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund invests in a combination of common stocks of domestic companies with a minimum market capitalization of $150 million, as well as high quality fixed income obligations. It invests 60%-70% of assets in equity securities selected primarily for their growth potential, 30%-40% in equity and fixed income securities selected primarily for their income potential. | | | Fund Profile
- VILLX Prospectus
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