| No headlines available for IBNYX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 36.03M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 14.51% | | 5y Avg Return: | 4.34% | | Rank in Category (ytd): | 1101 | | % Rank in Category (ytd): | 92.99% | | Beta (3y): | 0.84 | | Morningstar Risk Rating: | Low |
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| The investment seeks to provide current income, and long-term capital appreciation is secondary objective. The fund invests primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. It invests primarily in medium to large, well-established companies that usually issue dividend-producing securities. The fund ordinarily invests at least 25% of assets in fixed-income securities. It may invest in both domestic and, to a lesser extent, foreign securities. | | | Fund Profile |
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