|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
292.24M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
0.20% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
8.74% |
| 5y Avg Return: |
11.32% |
| Rank in Category (ytd): |
628 |
| % Rank in Category (ytd): |
56.94% |
| Beta (3y): |
0.95 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks the highest total return consistent with prudent investment management and the preservation of capital. The fund invests primarily in a combination of equity and investment-grade debt securities. It adjusts weightings among U.S. equity, debt and foreign securities. The portion of the fund invested in debt securities normally has a weighted average maturity about five to 10 years but is subject to no limitation with respect to the maturities of the instruments in which it may invest. It may also invest to a lesser extent in high yield securities. |
|
| Fund Profile |
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