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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,198.83 | 175.41 | 1.75% |
| NASDAQ | 2,147.80 | 35.36 | 1.67% |
| S&P 500 | 1,088.97 | 19.67 | 1.84% |
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The investment seeks a combination of capital appreciation and current income.
The fund invests 62% of assets in stock funds, 33% of assets in bond funds and 10% of assets to alternative investment strategy funds. The underlying funds are affiliated and non-affiliated. Bonds are spread across short to intermediate term and income-producing securities, including U.S. government obligations, corporate bonds, below investment-grade bonds, and foreign issues. Stock holdings are spread across large company growth, large company value, small company, and international.
| Name | % of Total Fund Assets | |
|---|---|---|
| S&P 500 FUTURE SEP09 () | 14.85 % | |
| Wells Fargo Advantage Government Sec I () | 11.97 % | |
| T. Rowe Price Blue Chip Growth () | 7.54 % | |
| Thornburg International Value I () | 6.32 % | |
| PIMCO High Yield Instl () | 4.68 % | |
| View Holdings | ||
Moderate Allocation
High
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BATS data provided in real-time. NYSE, NASDAQ and AMEX data delayed 15 minutes.
Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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