|
Aggressive
Portfolio
| Stocks
85% |
| Bonds
10% |
| Cash
5% |
Annualized ROR 03-09* 8.54%
Expense Ratio
1.00%
Ave. Morningstar Rating 3.85 |
Moderately Aggressive Portfolio
| Stocks 70% |
| Bonds
20% |
| Cash 10% |
Annualized ROR 03-09* 8.04%
Expense Ratio
0.90%
Ave. Morningstar Rating 3.90 |
|
 Moderate
Portfolio
| Stocks
55% |
| Bonds
30% |
| Cash 15% |
Annualized ROR 03-09* 7.60%
Expense Ratio
0.85%
Ave. Morningstar Rating 3.95
|
 Moderately
Conservative Portfolio
| Stocks
40% |
| Bonds
40% |
| Cash 20% |
Annualized ROR 03-09* 6.55%
Expense Ratio
0.75%
Ave. Morningstar Rating 3.85
|
|
Conservative
Portfolio
| Stocks
25% |
| Bonds
50% |
| Cash
25% |
Annualized ROR 03-09* 5.58%
Expense Ratio
0.71%
Ave. Morningstar Rating 3.90 |
Ultra Conservative Portfolio
| Stocks
10% |
| Bonds
60% |
| Cash
30% |
Annualized ROR 03-09* 4.84%
Expense Ratio
0.65%
Ave. Morningstar Rating 3.90 |