|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
270.00K |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.35% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
5.09% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
12 |
| % Rank in Category (ytd): |
0.96% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The fund seeks capital appreciation. The fund normally invests at least 80% of net assets (plus borrowings for investment purposes) in equity and debt securities of leveraged companies. The fund may invest up to 40% of net assets in debt securities, including up to 15% of net assets in securities rated in default by Standard & Poor's or Moody's, and their unrated equivalent. Up to 30% of net assets may be invested in equity and debt securities of foreign issuers, including issuers located in emerging market countries. |
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| Fund Profile |
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