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| | | Morningstar Overall Rating: |  | | Total Assets: | 12.92M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.39% | | 5y Avg Return: | -0.14% | | Rank in Category (ytd): | 444 | | % Rank in Category (ytd): | 21.97% | | Beta (3y): | 1.07 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund generally invests in a combination of underlying funds managed by the advisor. The fund typically invests between 70% and 100% of assets in MTB Funds that invest primarily in equity securities. It usually invests up to 30% of assets in MTB Fixed-Income Funds. It normally invests up to 20% of assets in MTB money market funds. | | | Fund Profile |
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