| | | Morningstar Overall Rating: |  | | Total Assets: | 9.63M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 9.50% | | 5y Avg Return: | N/A | | 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. The fund typically invests approximately 60% of the assets in equity securities and approximately 40% of the assets in debt securities, and any balance of the Fund's assets in cash or cash equivalents. It typically invests in stocks that have market capitalizations of $1 billion or more and have been operating for at least three years. The fund invests in investment grade securities of corporate and government issuers and commercial paper and mortgage- and asset-backed securities. | | | Fund Profile |
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