| | | Morningstar Overall Rating: | N/A | | Total Assets: | 22.53M | | Category: | Large Blend | | Total Expense Ratio: | 1.40% |
|
| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 21.67% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 885 | | % Rank in Category (ytd): | 43.96% | | Beta (3y): | | | Morningstar Risk Rating: | |
|
| 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 |
|
Help
0.01 (0.11%) 
Summary
Add AMBEX to Portfolio 
Download Data
