|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.81B |
| Category: |
World Allocation |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
43.61% |
| 5y Avg Return: |
21.78% |
| Rank in Category (ytd): |
1 |
| % Rank in Category (ytd): |
0.75% |
| Beta (3y): |
1.76 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks high total return over the long term. The fund allocates the assets among primarily stocks, bonds and short-term instruments of issuers located around the world. The fund may allocate the fund's investments among these different types of securities in different proportions at different times. It may invest in any market that WRIMCO believes offers a high probability of return or, alternatively, that provides a high degree of safety in uncertain times. The fund also may buy or sell options or futures contracts. |
|
| Fund Profile |
|
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