| No headlines available for BBLRX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
10.94M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.39% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
2.20% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
816 |
| % Rank in Category (ytd): |
73.98% |
| Beta (3y): |
0.80 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital and current income. The fund normally invests a minimum of 30% and a maximum of 70% of assets in equity securities. It invests at least 25% and a maximum of 70% of assets in investment-grade non-convertible debt securities. The fund may also invest up to 25% of assets in foreign securities. It may hold a portion of assets in cash or cash equivalents. The management identify companies whose stock prices are undervalued and that provide the potential for attractive returns. |
|
| Fund Profile |
|