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| Morningstar Overall Rating: |
 |
| Total Assets: |
280.00K |
| Category: |
Convertibles |
| Total Expense Ratio: |
1.02% |
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| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.32% |
| 5y Avg Return: |
4.53% |
| Rank in Category (ytd): |
41 |
| % Rank in Category (ytd): |
51.9% |
| Beta (3y): |
1.12 |
| Morningstar Risk Rating: |
Average |
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| The investment seeks a high level of total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in convertible securities. A convertible security is a bond, preferred stock or other security that may be converted into a prescribed amount of common stock at a predated price. It may invest up to 25% of assets in "exchangeable" convertible securities and up to 10% of assets in "synthetic" convertible securities. |
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| Fund Profile |
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