| No headlines available for IDMBX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 17.60M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.51% | | 5y Avg Return: | 0.74% | | Rank in Category (ytd): | 592 | | % Rank in Category (ytd): | 50% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Above average |
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| The investment seeks a balance of capital growth and current income. The fund invests primarily in a combination of common and preferred stocks, bonds and other debt securities. It normally invests at least 40% of the assets in common stocks and no less than 25% of total assets in debt securities. The fund may invest up to 25% of total assets in foreign investments. It may use derivatives such as futures, options, forward contracts and swaps, including credit default swaps. | | | Fund Profile |
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