|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
234.12M |
| Category: |
Multisector Bond |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
1.09% |
| 5y Avg Return: |
5.98% |
| Rank in Category (ytd): |
168 |
| % Rank in Category (ytd): |
60% |
| Beta (3y): |
2.00 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks high total investment return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in fixed-income securities. It invests up to 35% of assets in lower rated fixed-income securities and up to 20% of assets in preferred stocks. The fund may invest in fixed-income securities of any maturity. |
|
| Fund Profile |
|
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