| No headlines available for IMSIX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
39.17M |
| Category: |
Conservative Allocation |
| Total Expense Ratio: |
1.90% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
24.89% |
| 5y Avg Return: |
-0.80% |
| Rank in Category (ytd): |
57 |
| % Rank in Category (ytd): |
8.95% |
| Beta (3y): |
1.12 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks current income, and capital appreciation is a secondary objective. The fund invests in a broad range of equity and fixed-income securities that produce current income. It generally invests in dividend-paying common stocks, preferred and convertible preferred stocks, income trusts, corporate bonds, government bonds, money market instruments and cash equivalents. The fund invests investment-grade securities to be those rated BBB or higher, or if unrated. It may also invest up to 25% of assets in domestic high-yield fixed-income securities. The fund is nondiversified. |
|
| Fund Profile |
|
Help
0.01 (0.15%) 
Summary
Add IMSIX to Portfolio 
Download Data
