|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
223.79M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.18% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
16.10% |
| 5y Avg Return: |
13.78% |
| Rank in Category (ytd): |
970 |
| % Rank in Category (ytd): |
87.94% |
| Beta (3y): |
1.33 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks current income and long-term growth of capital. The fund allocates assets between common stocks and fixed-income securities. It usually invests between 50% and 75% of assets in a diversified portfolio of common stocks of seasoned companies and between 25% and 50% of assets in fixed-income securities (primarily corporate bonds, U.S. government securities, mortgage-backed and asset-backed securities, and short-term investments). Fixed-income securities may be of any investment quality, but investment in securities rated below investment-grade will be limited to not more than 5% of total assets. |
|
| Fund Profile |
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