|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
20.66M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.33% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
8.98% |
| 5y Avg Return: |
13.76% |
| Rank in Category (ytd): |
99 |
| % Rank in Category (ytd): |
8.98% |
| Beta (3y): |
0.80 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term capital growth and high current income. The fund invests in a combination of common stocks, high yield, high risk corporate bonds and high yield, high risk convertible securities. |
|
| Fund Profile |
|
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