|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
873.17M |
| Category: |
High Yield Bond |
| Total Expense Ratio: |
0.50% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
1.20% |
| 5y Avg Return: |
2.37% |
| Rank in Category (ytd): |
406 |
| % Rank in Category (ytd): |
69.88% |
| Beta (3y): |
0.76 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks the production of income. The fund invests primarily in marketable securities of established companies which the Trustees believe provide reasonable income and which, where consistent with this objective, may have potential for capital appreciation. It emphasizes debt securities which are rated as lower than investment-grade by either of the two principal rating services or unrated securities having similar characteristics. |
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| Fund Profile |
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