| No headlines available for SOVIX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
492.62M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.60% |
| 5y Avg Return: |
1.01% |
| Rank in Category (ytd): |
1747 |
| % Rank in Category (ytd): |
81.98% |
| Beta (3y): |
0.85 |
| 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. |
|
| Fund Profile |
|
Help
0.19 (1.37%) 
Summary
Add SOVIX to Portfolio 
Download Data
