|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
668.17M |
| Category: |
Intermediate-Term Bond |
| Total Expense Ratio: |
1.00% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
40.18% |
| 5y Avg Return: |
1.82% |
| Rank in Category (ytd): |
11 |
| % Rank in Category (ytd): |
0.98% |
| Beta (3y): |
2.38 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks to provide current income. The fund invests primarily in preferred securities of U.S. companies rated BBB or higher by Standard & Poor's Rating Service ("S&P") or Moody's Investor Service, Inc. ("Moody's") or, if unrated, of comparable quality in the opinion of the Sub-Advisor, Spectrum. It normally invests at least 80% of net assets (plus any borrowings for investment purposes) in preferred securities. The fund focuses primarily on the financial services, Real Estate Investment Trust and utility industries. It is nondiversified. |
|
| Fund Profile |
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