|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
372.76M |
| Category: |
Convertibles |
| Total Expense Ratio: |
1.18% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.51% |
| 5y Avg Return: |
4.72% |
| Rank in Category (ytd): |
49 |
| % Rank in Category (ytd): |
62.03% |
| Beta (3y): |
1.21 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation and current income. The fund normally invests at least 80% of assets in investment-grade convertible securities. It may also invest in nonconvertible corporate debt, equity securities, U.S. government securities, and/or cash or cash equivalents. |
|
| Fund Profile |
|
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