| No headlines available for BBLYX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 1.12M | | Category: | Moderate Allocation | | Total Expense Ratio: | 0.95% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 25.87% | | 5y Avg Return: | -0.48% | | Rank in Category (ytd): | 60 | | % Rank in Category (ytd): | 4.95% | | Beta (3y): | 1.46 | | Morningstar Risk Rating: | |
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| The investment seeks long-term growth of capital and current income. The fund normally invests a minimum of 30% and a maximum of 70% of assets in equity securities. It invests at least 25% and a maximum of 70% of assets in investment-grade non-convertible debt securities. The fund may also invest up to 25% of its total assets in convertible securities and up to 25% of its total assets in foreign securities. The fund may also invest in credit derivatives. The fund typically maintains a portion of its assets in cash, which is generally invested in money market funds advised by the fund's advisor. | | | Fund Profile |
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