| No headlines available for BBBIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 518.09M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 6.65% | | 5y Avg Return: | 4.36% | | Rank in Category (ytd): | 1024 | | % Rank in Category (ytd): | 90.94% | | Beta (3y): | 0.96 | | Morningstar Risk Rating: | Below average |
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| The investment seeks maximum total return consistent with capital preservation and prudent investment management. The fund, which aims to deliver superior risk adjusted returns relative to the Lehman Brothers Aggregate Bond Index, bases the security selection upon proprietary credit research and a quantitative decision framework. It also invests in a broad range of fixed income securities and derivative instruments that match the movement of fixed income securities, The fund may also invest in securities and derivative instruments denominated non-U.S. dollars. | | | Fund Profile |
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