| No headlines available for ITTAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 600.54M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 29.01% | | 5y Avg Return: | 2.25% | | Rank in Category (ytd): | 153 | | % Rank in Category (ytd): | 12.92% | | Beta (3y): | 1.25 | | Morningstar Risk Rating: | Above average |
|
| The investment seeks maximum long-term total return. The fund allocates assets among equities, debt securities and money market instruments. It normally invests in a portfolio of between 50% and 70% equities, with the balance of the assets invested in debt securities and cash instruments. The fund may not normally hold more than 10% in cash or cash equivalents, and it may invest up to 20% of total assets in securities of foreign issuers and non-dollar securities. | | | Fund Profile |
|
Help
0.12 (0.93%) 
Summary
Add ITTAX to Portfolio 
Download Data
