|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.55B |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.15% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
19.00% |
| 5y Avg Return: |
19.58% |
| Rank in Category (ytd): |
44 |
| % Rank in Category (ytd): |
3.99% |
| Beta (3y): |
0.94 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks total return consistent with reasonable risk. The fund normally allocates its assets, within defined ranges, among three asset classes: 30% to 70% in equity securities, 30% to 70% in fixed-income securities, and up to 20% in money-market instruments. The fixed-income portfolio usually includes U.S. government obligations and corporate debt securities, some of which may be rated below investment-grade. The fund may invest up to 25% of assets in foreign securities. It may also invest up to 25% of assets in other investment companies. |
|
| Fund Profile
- LCORX Prospectus
|
|
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0.24 (1.58%) 
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