|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
8.17M |
| Category: |
Large Value |
| Total Expense Ratio: |
2.04% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.02% |
| 5y Avg Return: |
2.83% |
| Rank in Category (ytd): |
1179 |
| % Rank in Category (ytd): |
88.98% |
| Beta (3y): |
1.01 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equity and fix income securities, the majority of which are issued by large-capitalization and/or mid-capitalization. It can invest up to 100% of total assets in common stocks, preferred stocks, or corporate bonds. The fund may invest in fixed income securities with any credit rating or maturity date and invest all or a portion of the fund's assets in lower rated, high yield, high risk bonds, known as "junk bonds?. It is nondiversified. |
|
| Fund Profile |
|
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