|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
15.96M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.00% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.11% |
| 5y Avg Return: |
0.71% |
| Rank in Category (ytd): |
423 |
| % Rank in Category (ytd): |
33.95% |
| Beta (3y): |
1.08 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks capital growth and reasonable current income without undue risk to principal. The fund primarily invests in the equity securities of mid-capitalization companies and other debt securities from U.S. government and corporate issuers. The fund normally invests between 50% and 70% of assets in equity investments. |
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| Fund Profile |
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