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Conservative Allocation Strategy

 ACI
CUSIP76628R35976628R33476628R367
TickerSVCAXSCCLXSCCTX
Share Class Inception3/11/200311/6/20033/11/2003
Exp Ratio1.472.161.17
NAV12.1012.0112.10
POP12.8412.0112.10
NAV Change 0.02 0.02 0.02

Performance inception and share class inception for this fund differs as performance inception includes the performance of other classes of the Fund and/or predecessors of the Fund.

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Morningstar Ratings as of 12/31/11

Conservative Allocation Strategy I Shares received a Morningstar rating.

I Shares received a 4-star rating for overall performance, 3 stars for 3-year performance among 556 funds and 5 stars for 5-year performance among 459 funds. For the 10-year period ending 12/31/11, the Morningstar Rating is not available.

Peer Group Categories

Morningstar: Conservative Allocation
Lipper: Mixed-Asset Target Allocation Conservative

Fund Resources

  1. Overview
  2. Performance
  3. Holdings
  4. Fund Managers

Conservative Allocation Strategy

The Fund seeks both capital appreciation and current income.

Suitability

This Fund may be appropriate for investors who want income from their investment, as well as an increase in its value, but not to reduce risk by limiting exposure to equity securities.

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.

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Value Equity

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  3. Small Cap Value Equity

Growth Equity

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Core Growth Stock
  4. Large Cap Growth Stock
  5. Select Large Cap Growth Stock
  6. Small Cap Growth Stock

International Equity

  1. International Equity
  2. International Equity Index

Fixed Income (Taxable)

  1. Core Bond Fund
  2. Corporate Bond
  3. High Income
  4. Intermediate Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  8. Seix High Yield
  9. Short-Term Bond
  10. Short-Term U.S. Treasury Securities
  11. Total Return Bond
  12. U.S. Government Securities
  13. U.S. Government Securities Ultra-Short Bond
  14. Ultra-Short Bond

Fixed Income (Tax Free)

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  4. Maryland Municipal Bond
  5. North Carolina Tax-Exempt Bond
  6. Virginia Intermediate Municipal Bond

Asset Allocation

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  3. Growth Allocation Strategy
  4. Moderate Allocation Strategy

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