|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
181.17M |
| Category: |
Intermediate-Term Bond |
| Total Expense Ratio: |
1.04% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
1.93% |
| 5y Avg Return: |
5.40% |
| Rank in Category (ytd): |
672 |
| % Rank in Category (ytd): |
56.95% |
| Beta (3y): |
1.47 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks a high level of current income as is constant with the preservation of capital. The fund invests primarily in the investment grade fixed income securities including corporate debt securities and U.S. government obligations. It may invest up to 35% of assets in fixed income securities rated below investment grade. The fund may invest in derivative contracts such as swaps, options, futures and forward contracts. |
|
| Fund Profile |
|
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