|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
822.91M |
| Category: |
Conservative Allocation |
| Total Expense Ratio: |
0.72% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.35% |
| 5y Avg Return: |
4.24% |
| Rank in Category (ytd): |
549 |
| % Rank in Category (ytd): |
84.98% |
| Beta (3y): |
0.87 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of about 40% stocks, 40% bonds, and 20% money market securities. |
|
| Fund Profile |
|
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