| No headlines available for IIISX. |
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| Morningstar Overall Rating: |
 |
| Total Assets: |
33.80M |
| Category: |
Intermediate-Term Bond |
| Total Expense Ratio: |
0.60% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
1.56% |
| 5y Avg Return: |
5.57% |
| Rank in Category (ytd): |
554 |
| % Rank in Category (ytd): |
46.95% |
| Beta (3y): |
0.86 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks a competitive total return and current income. The fund, under normal market conditions, holds at least 65% in bonds rated, at the time of purchase, within the three highest long-term or two highest short-term rating categories. It mainly holds U.S. Treasury Obligations and Government Agency Securities, Corporate Debt, and Mortgage Backed Securities. The fund may invest more than 25% of total assets in the Banking and Finance industry. It normally invests at least 80% of the value of net assets, plus the amount of any borrowings for investment purposes, in bonds. |
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| Fund Profile |
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