|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
9.28M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.00% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.68% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
261 |
| % Rank in Category (ytd): |
20.95% |
| Beta (3y): |
0.82 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks to provide capital appreciation and current income. The fund typically invests approximately 60% of the assets in equity securities and approximately 40% of the assets in debt securities, and any balance of the Fund's assets in cash or cash equivalents. It typically invests in stocks that have market capitalizations of $1 billion or more and have been operating for at least three years. The fund invests in investment grade securities of corporate and government issuers and commercial paper and mortgage- and asset-backed securities. |
|
| Fund Profile |
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