| | | Morningstar Overall Rating: |  | | Total Assets: | 63.03M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.65% | | 5y Avg Return: | 2.14% | | Rank in Category (ytd): | 1101 | | % Rank in Category (ytd): | 92.99% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Above average |
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| The investment seeks total return consistent with reasonable risk. The fund invests in a broad range of common stocks, debt securities, and money-market instruments. There are no limits on the percentage of the fund?s assets that can be invested in common stocks, debt or money market securities. In selecting equity securities, the advisor uses a ranking system based on historical prices and reported earnings, recent earnings and price momentum. | | | Fund Profile |
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