| No headlines available for MOBIX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.14M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.07% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
15.51% |
| 5y Avg Return: |
8.07% |
| Rank in Category (ytd): |
143 |
| % Rank in Category (ytd): |
12.96% |
| Beta (3y): |
0.76 |
| Morningstar Risk Rating: |
Low |
|
| 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 fixed income securities with an A or better rating and may include U.S. government securities, corporate bonds, mortgage/asset-backed securities, money market securities and repurchase agreements. |
|
| Fund Profile |
|
Help
0.02 (0.11%) 
Summary
Add MOBIX to Portfolio 
Download Data
