| No headlines available for WEBAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 124.20M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 9.22% | | 5y Avg Return: | 3.80% | | Rank in Category (ytd): | 1148 | | % Rank in Category (ytd): | 96.96% | | Beta (3y): | 0.82 | | Morningstar Risk Rating: | Low |
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| 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 |
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