|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.81B |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.07% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.32% |
| 5y Avg Return: |
3.86% |
| Rank in Category (ytd): |
432 |
| % Rank in Category (ytd): |
22.95% |
| Beta (3y): |
0.83 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term total return through growth and current income. The fund invests primarily in a diversified portfolio of convertible, equity, and fixed-income securities of U.S. companies without regard to market capitalization. It invests in convertible and fixed-income securities which have average term to maturity range from two to ten years. |
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| Fund Profile |
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