| | | Morningstar Overall Rating: |  | | Total Assets: | 479.15M | | Category: | Multisector Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.85% | | 5y Avg Return: | 6.54% | | Rank in Category (ytd): | 163 | | % Rank in Category (ytd): | 64.68% | | Beta (3y): | 0.41 | | Morningstar Risk Rating: | Low |
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| The investment seeks to preserve capital and attain long-term total returns. The fund invests primarily in income bearing securities, including a wide range of debt and dividend-paying equity securities. It may invest a substantial portion of assets in high-yield, lower rated debt securities, including convertible securities, sometimes referred to as 'junk bonds.'' It is nondiversified. | | | Fund Profile |
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