| | | Morningstar Overall Rating: |  | | Total Assets: | 590.31M | | Category: | Conservative Allocation | | Total Expense Ratio: | 0.76% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 25.42% | | 5y Avg Return: | 6.37% | | Rank in Category (ytd): | 70 | | % Rank in Category (ytd): | 10.99% | | Beta (3y): | 0.60 | | Morningstar Risk Rating: | Average |
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| The investment seeks current income consistent with preservation of capital. The fund invests in corporate debt, preferred stocks, U.S. government debt, and common stocks paying cash dividends. It may invest 100% of total assets in lower rated, high-yield bonds. It limits investment in common stocks to no greater than 30% of total assets. | | | Fund Profile |
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