|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
3.32M |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
1.59% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
1.27% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
37 |
| % Rank in Category (ytd): |
2.97% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks total return. The fund invests primarily in a broad range of income-producing securities including equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. It invests at least 30% of assets in equity securities. The fund may invest up to 20% of assets in equity securities of issuers domiciled outside the United States, including without limitation ADRs. It may also invest up to 20% of assets in debt securities of non-U.S. issuers. The fund may invest without limitation in lower quality, higher yielding debt securities. It is nondiversified. |
|
| Fund Profile |
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