|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.47B |
| Category: |
World Allocation |
| Total Expense Ratio: |
1.13% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
41.31% |
| 5y Avg Return: |
21.10% |
| Rank in Category (ytd): |
3 |
| % Rank in Category (ytd): |
2.26% |
| Beta (3y): |
1.67 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks to provide high total return over the long run. The fund allocates from 0-100% of assets between stocks, bonds and short-term instruments. It invests generally in a mix of: 70% in stocks, 25% in bonds, and 5% in short-term instruments. The fund may invest in domestic and foreign securities. It may also invest in derivative instruments. |
|
| Fund Profile |
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