| No headlines available for ITEAX. |
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| Morningstar Overall Rating: |
 |
| Total Assets: |
17.11M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.25% |
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| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.00% |
| 5y Avg Return: |
-0.04% |
| Rank in Category (ytd): |
742 |
| % Rank in Category (ytd): |
56% |
| Beta (3y): |
1.07 |
| Morningstar Risk Rating: |
Average |
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| The investment seeks substantial dividend income as well as long-term growth of capital. The fund normally invests at least 80% of assets in common stocks, with 65% in the common stocks of well established companies paying above-average dividends. It typically employs a ?value? approach in selecting investments. While most of the portfolio?s assets are invested in U.S. common stocks, it may also invest in foreign-related mortgage securities, MLPs, IPOs and unseasoned companies. |
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| Fund Profile |
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