| No headlines available for CHTAX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
16.80M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
17.66% |
| 5y Avg Return: |
1.03% |
| Rank in Category (ytd): |
629 |
| % Rank in Category (ytd): |
51.94% |
| Beta (3y): |
0.95 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks growth of capital with current income. The fund normally allocates between 50% and 70% of total assets in equity securities and at least 25% in fixed-income securities. The portfolio manager uses a bottom-up approach. It may invest in foreign securities. the fund may invest in securities of the U.S. government and agencies, corporate notes and bond, mortgage- and asset-backed securities and short-term money market instruments. It may use futures, swaps and other derivatives for hedging purposes or to seek total return. |
|
| Fund Profile |
|