|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
87.40M |
| Category: |
Conservative Allocation |
| Total Expense Ratio: |
0.94% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.58% |
| 5y Avg Return: |
9.04% |
| Rank in Category (ytd): |
584 |
| % Rank in Category (ytd): |
95.89% |
| Beta (3y): |
0.51 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The fund typically invests up to 75% of assets in covered calls and secured puts. It also normally invests at least 25% of total assets in fixed- income securities including U.S. government obligations, mortgage and asset-backed securities, corporate bonds, collateralized mortgage obligations, and/or other fixed-income instruments. |
|
| Fund Profile |
|
Help
0.04 (0.37%) 
Summary
Add BRBPX to Portfolio 
Download Data
