| | | Morningstar Overall Rating: |  | | Total Assets: | 79.97M | | Category: | Convertibles | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.02% | | 5y Avg Return: | 2.46% | | Rank in Category (ytd): | 50 | | % Rank in Category (ytd): | 66.67% | | Beta (3y): | 1.05 | | Morningstar Risk Rating: | Low |
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| The investment seeks current income and capital appreciation to produce a high total return. The fund normally invests at least 80% of the assets principally in a diversified portfolio of convertible securities issued by U.S. and foreign companies. It also may invest in synthetic convertible securities and convertible structured notes created by other parties such as investment banks. | | | Fund Profile |
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