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Fund |
| Fund name: Eclipse Balanced
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| Symbol: EBALX
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Portfolio contains these types of investments:
IES Utilities 6.625% - UnitedHealth Grp - Sara Lee 6% - Norwest 6.8% - Ensco Intl - FNMA CMO 6.5% - GNMA CMO 6.5% - Union Camp 6.5% - GNMA CMO 7% - MGIC Invest
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Eclipse Balanced Fund seeks total return. The fund invests primarily in a combination of equity and fixed-income securities. The equity component consists primarily of stocks issued by companies whose average market capitalization is similar to the average market capitalization of the S&P 500 index. It invests at least 25% of assets in fixed-income securities at all times. These obligations may include U.S. government securities, foreign government securities, investment-grade corporate debt, and mortgage- and asset-backed securities.
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Expenses
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| Annual expense ratio: 0.94
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: 6.82
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| Performance Year to Date: 5.10
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| Performance 12 Months: 4.77
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| Performance 3 Years: 6.04
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| Performance 5 Years: 10.7
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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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