|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
601.11M |
| Category: |
Convertibles |
| Total Expense Ratio: |
0.65% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
7.65% |
| 5y Avg Return: |
11.90% |
| Rank in Category (ytd): |
46 |
| % Rank in Category (ytd): |
59.74% |
| Beta (3y): |
1.18 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks maximum total return. The fund primarily invests no more than 20% of assets in high-yield debt. It may invest in securities of any market capitalization and may from time to time invest a significant amount of assets in securities of smaller companies. The fund may invest up to 20% of assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers. |
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| Fund Profile |
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