| | | Morningstar Overall Rating: |  | | Total Assets: | 65.13M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.08% | | 5y Avg Return: | 7.27% | | Rank in Category (ytd): | 45 | | % Rank in Category (ytd): | 4% | | Beta (3y): | 1.43 | | Morningstar Risk Rating: | High |
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| The investment seeks a high level of total return, consistent with the preservation of capital. The fund may typically invest 80% of assets investment grade bonds of varying maturities. In selecting securities for the Fund, Reams starts with a universe of investment grade bonds, which are bonds that are rated BBB or higher. Reams then looks for securities it believes are undervalued in the fixed income market. | | | Fund Profile |
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