| No headlines available for BBLIX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
370.00K |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
0.73% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.61% |
| 5y Avg Return: |
-0.24% |
| Rank in Category (ytd): |
1071 |
| % Rank in Category (ytd): |
85.96% |
| Beta (3y): |
1.46 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term growth of capital and current income. The fund normally invests a minimum of 30% and a maximum of 70% of assets in equity securities. It invests at least 25% and a maximum of 70% of assets in investment-grade non-convertible debt securities. The fund may also invest up to 25% of its total assets in convertible securities and up to 25% of its total assets in foreign securities. The fund may also invest in credit derivatives. The fund typically maintains a portion of its assets in cash, which is generally invested in money market funds advised by the fund's advisor. |
|
| Fund Profile |
|
Help
0.09 (0.91%) 
Summary
Add BBLIX to Portfolio 
Download Data
