| | | Morningstar Overall Rating: |  | | Total Assets: | 442.64M | | Category: | Convertibles | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 39.30% | | 5y Avg Return: | 2.70% | | Rank in Category (ytd): | 15 | | % Rank in Category (ytd): | 20% | | Beta (3y): | 1.39 | | Morningstar Risk Rating: | Above average |
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| The investment seeks maximum total return. The fund normally invests at least 80% of assets in a diversified portfolio of convertible securities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest in both investment-grade securities and high-yield securities subject to a maximum of 20% of total assets. The fund may also invest up to 30% of total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers. | | | Fund Profile |
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