|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
468.84M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.16% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.41% |
| 5y Avg Return: |
0.32% |
| Rank in Category (ytd): |
161 |
| % Rank in Category (ytd): |
12.92% |
| Beta (3y): |
1.07 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks total return consistent with reasonable risks through a combination of income and long-term growth of capital. The fund invests in a diversified portfolio of equity and fixed-income securities. It normally invests 60% of assets in stocks that may comprise up to 75% of the investments. The fund invests less than 25% of assets in fixed-income securities. It may invest up to 20% of assets in high yield securities. It invests no more than 5% of assets in securities rated CCC- or below. |
|
| Fund Profile |
|
Help
0.11 (0.84%) 
Summary
Add CABNX to Portfolio 
Download Data
