| No headlines available for TWBIX. |
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| Morningstar Overall Rating: |
 |
| Total Assets: |
617.03M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
0.90% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
5.01% |
| 5y Avg Return: |
9.61% |
| Rank in Category (ytd): |
187 |
| % Rank in Category (ytd): |
16.95% |
| Beta (3y): |
0.80 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital growth and current income. The fund normally invests approximately 60% of assets in equity securities and the remainder in bonds and other fixed-income securities. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of high-grade government, corporate, asset-backed and similar securities payable in U.S. currency. Up to 20% of the fixed-income assets may be invested in securities rated in the fourth category by a nationally recognized statistical rating organization, and up to 15% may be invested in securities rated in the fifth category. |
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| Fund Profile |
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