| | | Morningstar Overall Rating: |  | | Total Assets: | 413.48M | | Category: | Conservative Allocation | | Total Expense Ratio: | 0.96% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 9.68% | | 5y Avg Return: | 6.76% | | Rank in Category (ytd): | 0 | | % Rank in Category (ytd): | 0% | | Beta (3y): | 0.93 | | Morningstar Risk Rating: | High |
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| The investment seeks to achieve long-term preservation of capital with current income. The fund invests at least 80% of net assets in "Real Return" assets, consisting of inflation-protected debt securities, real estate-related securities and commodity/natural resource-related securities, which takes up a percentage range of 20% to 80%, 0 to 60%, 0 to 40% in the "Real Return" asset respectively. It may invest up to 55% of assets in foreign securities. | | | Fund Profile |
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