| No headlines available for ABWAX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.11B |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.05% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.67% |
| 5y Avg Return: |
2.41% |
| Rank in Category (ytd): |
1046 |
| % Rank in Category (ytd): |
83.95% |
| Beta (3y): |
1.27 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks to achieve the highest total return. The fund normally invests in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. The advisor targets a weighting of 60% of the underlying portfolios that invest primarily in equity securities and 40% of the underlying portfolios that invest primarily in debt securities with a goal of providing moderate upside potential without excessive volatility. |
|
| Fund Profile |
|
Help
0.10 (0.96%) 
Summary
Add ABWAX to Portfolio 
Download Data
