Moderate Allocation Strategy
| A | B | C | I | |
|---|---|---|---|---|
| CUSIP | 76628R268 | 76628R250 | 76628R243 | 76628R276 |
| Ticker | SVMAX | SVGBX | SVGLX | CLVBX |
| Share Class Inception | 12/31/1992 | 12/31/1992 | 12/31/1992 | 12/31/1992 |
| Exp Ratio | 1.12 | 1.57 | 1.82 | 0.82 |
| NAV | 9.71 | 9.66 | 9.65 | 9.73 |
| POP | 10.30 | 9.66 | 9.65 | 9.73 |
| NAV Change |  0.01 | 0.01 | 0.01 | 0.01 |
Morningstar Ratings as of 12/31/09
I Shares received a 5-star rating for overall performance, 5 stars for 3-year performance among 953 funds, 5 stars for 5-year performance among 786 funds and 5 stars for 10-year performance among 441 funds.
Peer Group Categories
Morningstar: Moderate Allocation
Lipper: Multi-Cap Core Funds
Fund Resources
- Fact Sheet (PDF | 360 KB)
- Commentary (PDF | 254 KB)
- Prospectus (PDF | 499 KB)
- Annual Report (PDF | 3 MB)
- Semi-annual Report (PDF | 705 KB)
- SAI (PDF | 822 KB)
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.
The B Shares of the Allocation Strategy Funds are closed to new investors as of August 1, 2005.
Click here for disclosures and more information on investment risks.
