| No headlines available for ITEIX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
135.28M |
| Category: |
Large Value |
| Total Expense Ratio: |
0.64% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
3.34% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
587 |
| % Rank in Category (ytd): |
40.99% |
| Beta (3y): |
0.92 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks substantial dividend income as well as long-term growth of capital. The portfolio 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. |
|
| Fund Profile |
|
Help
0.14 (1.42%) 
Summary
Add ITEIX to Portfolio 
Download Data
