| No headlines available for WBCBX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 120.00K | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 8.40% | | 5y Avg Return: | 3.01% | | Rank in Category (ytd): | 1148 | | % Rank in Category (ytd): | 96.96% | | Beta (3y): | 0.82 | | Morningstar Risk Rating: | Low |
|
| The investment seeks to provide capital appreciation and current income consistent with prudent investment risk and a balanced investment approach. The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund typically invests 30% to 70% of assets in equity securities and 70% to 30% in debt securities, and the balance of assets in cash and cash equivalents. It invests in stocks of seasoned companies. | | | Fund Profile |
|
Help
0.08 (0.82%) 
Summary
Add WBCBX to Portfolio 
Download Data
