|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
41.44M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.22% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.29% |
| 5y Avg Return: |
2.53% |
| Rank in Category (ytd): |
884 |
| % Rank in Category (ytd): |
70.95% |
| Beta (3y): |
1.33 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation. The fund normally allocates at least 95% of net assets among a selected group of stock and bond mutual funds according to the current level of the S&P 500 Stock index in relation to predetermined ranges set by the investment adviser. It may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities. The fund is nondiversified. |
|
| Fund Profile |
|
Help
0.10 (0.95%) 
Summary
Add CTFAX to Portfolio 
Download Data
