|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
238.73M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.28% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
23.45% |
| 5y Avg Return: |
14.98% |
| Rank in Category (ytd): |
55 |
| % Rank in Category (ytd): |
4.99% |
| Beta (3y): |
1.06 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks current income, long-term growth of capital and income and preservation of capital. The fund allocates its investments among a diversified mix of debt and equity securities. It normally invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. Although the fund invests primarily in U.S. securities, it may invest up to 35% of assets in foreign securities. |
|
| Fund Profile |
|
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