|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
736.16M |
| Category: |
Convertibles |
| Total Expense Ratio: |
0.86% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
0.50% |
| 5y Avg Return: |
13.63% |
| Rank in Category (ytd): |
53 |
| % Rank in Category (ytd): |
68.83% |
| Beta (3y): |
1.18 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks to maximize total return, consistent with reasonable risk. The fund normally invests at least 80% of assets in convertible securities (and common stock received upon conversion of convertible securities). It may invest up to 20% of net assets in other securities, such as common or preferred stocks and non-convertible debt securities. The fund currently intends to limit the investments in foreign securities to 10% or less of assets. |
|
| Fund Profile |
|
Help
0.09 (0.70%) 
Summary
Add FISCX to Portfolio 
Download Data
