| | | Morningstar Overall Rating: |  | | Total Assets: | 48.22M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 10.67% | | 5y Avg Return: | 1.87% | | Rank in Category (ytd): | 581 | | % Rank in Category (ytd): | 90.92% | | Beta (3y): | 0.59 | | Morningstar Risk Rating: | Below average |
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| The investment seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The fund typically invests up to 75% of assets in covered calls and secured puts. It also normally invests at least 25% of total assets in fixed- income securities including U.S. government obligations, mortgage and asset-backed securities, corporate bonds, collateralized mortgage obligations, and/or other fixed-income instruments. | | | Fund Profile |
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