|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.13B |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
0.79% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
3.14% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1058 |
| % Rank in Category (ytd): |
95.92% |
| Beta (3y): |
1.37 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks reasonable income. The fund normally invests at least 80% of assets in equity securities. It invests approximately 50% of total assets in common stocks, 15% in REITs and other real estate related investments, 15% in convertible securities, and 20% in preferred stocks. The fund focuses on equity securities that pay current dividends and show potential for capital appreciation. It may also invest in other types of equity securities and debt securities of domestic and foreign issuers. |
|
| Fund Profile |
|
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