HighMark Balanced Fid (HMBAX)
15.87 0.01(0.06%) May 20
* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.99%|
Performance & Risk
|5y Avg Return:||5.66%|
|Rank in Category (ytd):||53|
|% Rank in Category (ytd):||5.2%|
|Morningstar Risk Rating:||2|
The investment seeks capital appreciation and income; conservation of capital is a secondary consideration.
The fund normally invests between 50% and 70% of assets in equity securities, primarily common stocks, and at least 25% of assets in fixed-income securities, primarily bonds. It may invest in bonds of various maturities and types, including those issued by U.S. and foreign governments or companies, mortgage-backed securities and asset-backed securities. At least 80% of the bonds will be investment grade at the time of purchase. The fund invests at least 80% of equity security allocation in common stocks of large U.S. companies. View More