|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
16.79M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.07% |
| 5y Avg Return: |
1.23% |
| Rank in Category (ytd): |
461 |
| % Rank in Category (ytd): |
37% |
| Beta (3y): |
0.96 |
| 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. |
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| Fund Profile |
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