|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
41.33M |
| Category: |
Conservative Allocation |
| Total Expense Ratio: |
1.22% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
23.15% |
| 5y Avg Return: |
2.26% |
| Rank in Category (ytd): |
44 |
| % Rank in Category (ytd): |
6.91% |
| Beta (3y): |
1.33 |
| Morningstar Risk Rating: |
High |
|
| 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 |
|
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