|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
2.28M |
| Category: |
World Allocation |
| Total Expense Ratio: |
2.00% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.84% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
116 |
| % Rank in Category (ytd): |
35.8% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks long-term total return and to consistently outperform the performance of the Standard and Poor's 500 index with less volatility than the index. The fund invests in equity and fixed-income securities. It defines equity securities as common and preferred stocks and American depositary receipts for common and preferred stocks. The fixed income portion may be corporate or government bonds rated Baa3 or higher by Moody?s, or BBB- or higher by S&P. The fund may invest 40% of assets in securities issued by companies outside of the United States, and the investments will be made in no less than three foreign companies. |
|
| Fund Profile |
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