| No headlines available for IIISX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 33.55M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 9.86% | | 5y Avg Return: | 5.83% | | Rank in Category (ytd): | 889 | | % Rank in Category (ytd): | 78.95% | | Beta (3y): | 0.85 | | Morningstar Risk Rating: | Low |
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| The investment seeks a competitive total return and current income. The fund, under normal market conditions, holds at least 65% in bonds rated, at the time of purchase, within the three highest long-term or two highest short-term rating categories. It mainly holds U.S. Treasury Obligations and Government Agency Securities, Corporate Debt, and Mortgage Backed Securities. The fund may invest more than 25% of total assets in the Banking and Finance industry. It normally invests at least 80% of the value of net assets, plus the amount of any borrowings for investment purposes, in bonds. | | | Fund Profile |
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