|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
35.07M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
2.58% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
14.28% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
22 |
| % Rank in Category (ytd): |
1.99% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks an appropriate balance between long-term capital appreciation and capital preservation. The fund primarily invests in exchange traded funds and other types of investment companies. Under normal circumstances, it invests at least 25% and no more than 65% in all equity based ETFs, including international; at least 25% and no more than 65% of net assets in fixed-income ETFs that invest in fixed-income securities of any credit quality; and at least 10% and no more than 40% of net assets in alternative ETFs. The fund is nondiversified. |
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| Fund Profile |
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