| | | Morningstar Overall Rating: |  | | Total Assets: | 2.24M | | Category: | Ultrashort Bond | | Total Expense Ratio: | 0.81% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 6.99% | | 5y Avg Return: | 0.80% | | Rank in Category (ytd): | 54 | | % Rank in Category (ytd): | 44.26% | | Beta (3y): | 0.05 | | Morningstar Risk Rating: | Above average |
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| The investment seeks total return, consistent with income generation and prudent investment management. The fund invests primarily in bonds diversified among several categories. The portfolio's dollar-weighted effective duration may be between 0 and 18 months during normal market conditions. It may only buy securities rated investment grade at the time of purchase by at least one major rating agency or, if unrated, determined by the management team to be of similar quality. The Fund may also invest up to 25% of assets in non-dollar denominated bonds of issuers located outside of the United States. | | | Fund Profile |
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