|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
34.85M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.40% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-0.22% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
21 |
| % Rank in Category (ytd): |
0.99% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks total return and capital appreciation. The fund invests primarily in a diversified portfolio of equity securities traded in U.S. markets and by writing covered call options on a substantial portion of the fund's long equity portfolio. It places primary emphasis on the generation of income. Option premiums and dividend income are expected to constitute a significant portion of total return. Under normal circumstances, the fund invests at least 80% of assets in equity securities. |
|
| Fund Profile |
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