| | | Morningstar Overall Rating: | N/A | | Total Assets: | 29.41M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.22% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 869 | | % Rank in Category (ytd): | 43% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks total return and capital appreciation. The fund invests primarily in a diversified portfolio of equity securities traded in U.S. markets and by writing covered call options on a substantial portion of the fund's long equity portfolio. It places primary emphasis on the generation of income. Option premiums and dividend income are expected to constitute a significant portion of total return. Under normal circumstances, the fund invests at least 80% of assets in equity securities. | | | Fund Profile |
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