| | | Morningstar Overall Rating: |  | | Total Assets: | 13.45M | | Category: | High Yield Bond | | Total Expense Ratio: | 1.20% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 57.10% | | 5y Avg Return: | 8.02% | | Rank in Category (ytd): | 21 | | % Rank in Category (ytd): | 3.84% | | Beta (3y): | 1.37 | | Morningstar Risk Rating: | Above average |
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| The investment seeks maximum total return with an emphasis on high current income. The fund invests at least 80% of assets in high-yield fixed-income securities. It may invest up to 20% of assets in other assets, including but not limited to common stocks, warrants, and investment-grade bonds. The fund may invest in foreign securities and convertible bonds. | | | Fund Profile |
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