* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Allocation--50% to 70% Equity|
|Annual Report Expense Ratio (net):||0.55%|
Performance & Risk
|5y Avg Return:||7.64%|
|Rank in Category (ytd):||93|
|% Rank in Category (ytd):||9.75%|
|Morningstar Risk Rating:||4|
The investment seeks income and capital growth consistent with reasonable risk.
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). View More