| | | Morningstar Overall Rating: |  | | Total Assets: | 286.78M | | Category: | High Yield Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 36.47% | | 5y Avg Return: | 5.48% | | Rank in Category (ytd): | 456 | | % Rank in Category (ytd): | 83.98% | | Beta (3y): | 1.01 | | Morningstar Risk Rating: | Below average |
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| The investment seeks high current income; capital appreciation is a secondary consideration. The Fund follows a Sustainable Investing approach, combining rigorous financial analysis with equally rigorous Environmental, Social, and Governance (ESG) analysis to identify investments. It invests at least 80% of assets in high-yield, fixed income securities that are rated below BBB- by Standard & Poor?s Ratings Group or below Baa3 by Moody?s Investors Service, similarly rated by another major rating service, or unrated and determined by the investment adviser to be of comparable quality. The fund may invest up to 40% of its assets in securities of non-U.S. issuers. | | | Fund Profile |
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