|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.37B |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
0.81% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.34% |
| 5y Avg Return: |
3.57% |
| Rank in Category (ytd): |
922 |
| % Rank in Category (ytd): |
74% |
| Beta (3y): |
1.19 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio typically consisting of about 60% stocks, 30% bonds, and 10% money market securities. |
|
| Fund Profile |
|
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