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Fund |
| Fund name: Fortis Advantage Asset Allocation A
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| Symbol: FAAAX
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Portfolio contains these types of investments:
Motorola Enron - MMicrosoft - Texas Instruments - General Elec - Cisco Sys - Dynegy - PE Corp - PE Biosystems Grp - Interpublic Grp - US Treasury Bond 8% -
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| Minimum Investment: $500
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| 1-Year Profit Projection: NA
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Brief fund description:
Fortis Advantage Asset Allocation Portfolio - Class A seeks total return. The fund follows a flexible allocation strategy; it may invest without limit in both equities and debt securities. Up to 20% of assets may be invested in foreign securities. Class A shares have front loads; B and H shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads. Prior to Jan. 31, 1992, this fund was named AMEV Advantage Asset Allocation Portfolio. Morison Asset Allocation and Carnegie-Cappiello Trust Total Return Series merged into this fund in 1990 and 1992, respectively.
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Expenses
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| Annual expense ratio: 1.42
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: 4.75
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Performance
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| Performance 3 Months: -4.9
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| Performance Year to Date: -0.7
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| Performance 12 Months: 12.1
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| Performance 3 Years: 15.0
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| Performance 5 Years: 14.8
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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