|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
33.09M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.14% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
4.52% |
| 5y Avg Return: |
6.20% |
| Rank in Category (ytd): |
915 |
| % Rank in Category (ytd): |
82.96% |
| Beta (3y): |
0.80 |
| Morningstar Risk Rating: |
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. It may invest in ADRs and foreign securities. With respect to fixed-income securities, the fund may invest in securities of the U.S. government and its agencies, corporate notes and bond, mortgage- and asset-backed securities and short-term money market instruments. |
|
| Fund Profile |
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