|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.36B |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.01% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.50% |
| 5y Avg Return: |
5.65% |
| Rank in Category (ytd): |
1619 |
| % Rank in Category (ytd): |
75.97% |
| Beta (3y): |
0.85 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks current income and capital appreciation. The fund invests primarily in a diversified portfolio of equity securities which include common and preferred stock as well as convertible bonds. It invests at least 75% of total assets in equity securities that pay interest or dividends, and the remaining 25% in non-dividend-paying equity securities, fixed-income securities and money-market instruments. |
|
| Fund Profile |
|
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