|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
41.88M |
| Category: |
Intermediate-Term Bond |
| Total Expense Ratio: |
2.68% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
1.20% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1109 |
| % Rank in Category (ytd): |
93.98% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks preservation of capital and current income. The fund normally invests primarily in other investment companies (including ETFs) that invest primarily in fixed-income and income producing securities such as government bonds, corporate bonds, municipal bonds, and dividend-paying equity securities. It may also invest directly in such fixed-income and income producing securities. The fund typically owns 5 to 30 positions. Equity investments normally comprise a relatively small percentage of the Funds portfolio. |
|
| Fund Profile |
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