| No headlines available for LUBIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 366.85M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.40% | | 5y Avg Return: | 3.63% | | Rank in Category (ytd): | 135 | | % Rank in Category (ytd): | 11.99% | | Beta (3y): | 1.26 | | Morningstar Risk Rating: | Above average |
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| The investment seeks high current income while preserving principal; long-term growth of capital is secondary. The fund normally invests at least 65% of assets in debt securities or preferred stock at least in the Baa major rating category by Moody?s or at least in the BBB major rating category by S&P or unrated securities considered to be of comparable quality by the adviser. It may also invest in high-yield, high-risk bonds, notes, debentures and other debt obligations or preferred stock commonly known as junk bonds. | | | Fund Profile |
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