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| Morningstar Overall Rating: |
 |
| Total Assets: |
249.67M |
| Category: |
Long-Term Bond |
| Total Expense Ratio: |
0.95% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
2.31% |
| 5y Avg Return: |
6.37% |
| Rank in Category (ytd): |
9 |
| % Rank in Category (ytd): |
16.36% |
| Beta (3y): |
2.81 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks total return. The fund normally invests at least 80% of assets in corporate bonds rated BBB or better. It may invest in common stock and preferred stocks, convertibles, and warrants. The fund may invest up to 20% of assets in high-yield corporate bonds. It may hold cash or other money market instruments. The fund typically maintains an average duration of between eight and eleven years. |
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| Fund Profile |
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