|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.33B |
| Category: |
Convertibles |
| Total Expense Ratio: |
0.70% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.93% |
| 5y Avg Return: |
4.02% |
| Rank in Category (ytd): |
21 |
| % Rank in Category (ytd): |
26.58% |
| Beta (3y): |
1.83 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks current income and capital appreciation. The fund normally invests at least 80% of assets in convertible securities. It may invest the balance of assets in corporate or U.S. government debt securities, common stocks, preferred stocks, and money-market instruments. The fund may invest in securities rated below investment-grade. It may also invest a substantial portion of assets in unrated securities. It may purchase foreign securities. |
|
| Fund Profile |
|
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