| No headlines available for IMSAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 10.51M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 18.03% | | 5y Avg Return: | -2.59% | | Rank in Category (ytd): | 828 | | % Rank in Category (ytd): | 69.93% | | Beta (3y): | 1.22 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth from capital appreciation and dividends. The fund invests primarily in a diversified portfolio of dividend?paying common stocks. It may invest in both growth and value stocks, as well as international dividend-paying stocks and real estate investment trusts. The fund invests at least 80% of assets in securities of companies that pay regular dividends. It may also invest up to 35% of assets in foreign equity securities, including securities of companies located in emerging markets. | | | Fund Profile |
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0.12 (1.47%) 
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