Fund Description

The fund was incepted in March 1993 and is managed by WM Advisors, Inc. The fund seeks to provide income and long-term capital preservation, with some added total return and growth potential. The fund primarily invests no more than 30% of its net assets in the Equity Funds. The fund may invest up to 40% of its assets in each of the Short-term Income, U.S. Government Securities, Income, High Yield and Money Market Funds. The fund may also invest up to 30% of its assets in each of the Equity Income, Growth & Income, West Coast Equity, Growth, Mid Cap Stock and Small Cap Stock Funds. The fund offers dividends quarterly and capital gains annually.