| No headlines available for WBALX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 68.00M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.56% | | 5y Avg Return: | 0.80% | | Rank in Category (ytd): | 224 | | % Rank in Category (ytd): | 18.92% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Average |
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| The investment seeks regular current income, capital preservation and long-term capital appreciation. The fund normally invests 50%-75% of assets in common stocks and securities convertible into common stock such as rights, warrants, convertible preferred stock and convertible stock. It may invest in the equity securities of issuers of all sizes. The fund generally invests at least 25% of assets in investment-grade fixed-income securities and may also invest up to 20% of total assets in fixed-income securities which are non-investment-grade or unrated. It is nondiversified. | | | Fund Profile |
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