|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
15.00M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.75% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
13.85% |
| 5y Avg Return: |
3.78% |
| Rank in Category (ytd): |
980 |
| % Rank in Category (ytd): |
80.92% |
| Beta (3y): |
0.90 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term total return. The fund normally invests in a combination of equity, fixed-income and short-term securities. It may invest between 50% to 70% of assets in equity securities and at least 25% in fixed income securities. The Fund may invest in foreign securities. |
|
| Fund Profile |
|
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