|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
19.21M |
| Category: |
Conservative Allocation |
| Total Expense Ratio: |
1.21% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.39% |
| 5y Avg Return: |
5.86% |
| Rank in Category (ytd): |
639 |
| % Rank in Category (ytd): |
98.92% |
| Beta (3y): |
0.93 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks to achieve long-term preservation of capital with current income. The fund invests at least 80% of net assets in "Real Return" assets, consisting of inflation-protected debt securities, real estate-related securities and commodity/natural resource-related securities, which takes up a percentage range of 20% to 80%, 0 to 60%, 0 to 40% in the "Real Return" asset respectively. It may invest up to 55% of assets in foreign securities. |
|
| Fund Profile |
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