| No headlines available for IMSIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 39.17M | | Category: | Conservative Allocation | | Total Expense Ratio: | 1.90% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 24.89% | | 5y Avg Return: | -0.80% | | Rank in Category (ytd): | 57 | | % Rank in Category (ytd): | 8.95% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | High |
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| The investment seeks current income, and capital appreciation is a secondary objective. The fund invests in a broad range of equity and fixed-income securities that produce current income. It generally invests in dividend-paying common stocks, preferred and convertible preferred stocks, income trusts, corporate bonds, government bonds, money market instruments and cash equivalents. The fund invests investment-grade securities to be those rated BBB or higher, or if unrated. It may also invest up to 25% of assets in domestic high-yield fixed-income securities. The fund is nondiversified. | | | Fund Profile |
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