|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
717.81M |
| Category: |
Intermediate-Term Bond |
| Total Expense Ratio: |
0.75% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.82% |
| 5y Avg Return: |
4.14% |
| Rank in Category (ytd): |
197 |
| % Rank in Category (ytd): |
17.96% |
| Beta (3y): |
1.02 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks to maximize total return. The fund primarily invests in investment-grade bonds and debt securities, including stock and loan participations. It normally invests at least 80% of assets in fixed-income securities. Normally, the fund's average weighted maturity ranges between four and 12 years. It may invest in derivative instruments. |
|
| Fund Profile |
|
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