Moderate Allocation Strategy

 ACI
CUSIP76628R26876628R24376628R276
TickerSVMAXSVGLXCLVBX
Share Class Inception12/31/199212/31/199212/31/1992
Exp Ratio1.121.820.82
NAV9.659.599.68
POP10.249.599.68
NAV Change 0.04 0.04 0.05

Morningstar Ratings as of 7/31/10

Moderate Allocation Strategy I Shares received a Morningstar rating.

I Shares received a 5-star rating for overall performance, 5 stars for 3-year performance among 958 funds, 5 stars for 5-year performance among 800 funds and 5 stars for 10-year performance among 433 funds.

Peer Group Categories

Morningstar: Moderate Allocation
Lipper: Multi-Cap Core Funds

Fund Resources

Moderate Allocation Strategy

The Fund seeks both capital appreciation and current income.

Suitability

This Fund may be appropriate for investors with a time horizon of at least 5 years until retirement. This Fund should offer investors a balanced level of income and capital appreciation, while subjecting them to a lower level of principal risk.

As of July 19, 2010, all remaining outstanding B Share assets were converted to A Shares. The B Shares of the Allocation Strategy Funds have been closed to new investors since August 1, 2005.

Click here for disclosures and more information on investment risks.

  1. Value Equity
  2. Core Equity
  3. Growth Equity
  4. International & Alternative Equity
  5. Fixed Income (Taxable)
  6. Fixed Income (Tax Free)
  7. Money Market & Ultra-Short Bonds
  8. Asset Allocation
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