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| Morningstar Overall Rating: |
 |
| Total Assets: |
415.31M |
| Category: |
High Yield Bond |
| Total Expense Ratio: |
0.81% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
1.86% |
| 5y Avg Return: |
7.31% |
| Rank in Category (ytd): |
40 |
| % Rank in Category (ytd): |
6.88% |
| Beta (3y): |
0.62 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks to maximize long-term total return consistent with preservation of capital. The fund invests in a portfolio of high yield fixed-income securities with a portfolio duration of two to eight years. It invests at least 80% of assets in junk bonds rated below investment grade. The fund only invests 20% of assets in securities below B by nationally organized statistical rating organization. It may invest up to 25% of assets in foreign securities that are denominated in U.S. dollars and 15% in foreign securities that are not denominated in U.S. dollars. The fund may invest up to 10% in emerging market foreign securities. |
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| Fund Profile |
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