|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
344.29M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.45% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
5.64% |
| 5y Avg Return: |
9.47% |
| Rank in Category (ytd): |
397 |
| % Rank in Category (ytd): |
35.99% |
| Beta (3y): |
0.75 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund invests in a broad range of securities, including stocks, bonds and securities issued and guaranteed by the U.S. government. It normally maintains at least 50% of assets in common stocks and at least 25% of assets in debt securities, including money market securities. The fund may also hold cash or money market instruments. |
|
| Fund Profile |
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