| No headlines available for SOVBX. |
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| Morningstar Overall Rating: |
 |
| Total Assets: |
79.17M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.86% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
7.05% |
| 5y Avg Return: |
8.97% |
| Rank in Category (ytd): |
334 |
| % Rank in Category (ytd): |
15.98% |
| Beta (3y): |
0.79 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term growth of capital and income without assuming undue market risks. The fund normally invests at least 80% of stock investments in companies with market capitalizations within the range of the Standard & Poor's 500 index. At least 65% of the fund's stock investments are "dividend performers". It may not invest more than 5% of assets in any one security. The fund may invest in bonds of any maturity, with up to 5% of assets in junk bonds rated as low as C and their unrated equivalents. It may invest in dollar-denominated foreign securities. |
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| Fund Profile |
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