| | | Morningstar Overall Rating: |  | | Total Assets: | 666.45M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 40.58% | | 5y Avg Return: | 1.77% | | Rank in Category (ytd): | 11 | | % Rank in Category (ytd): | 0.98% | | Beta (3y): | 2.35 | | Morningstar Risk Rating: | High |
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| The investment seeks to provide current income. The fund invests primarily in preferred securities of U.S. companies rated BBB or higher by Standard & Poor's Rating Service ("S&P") or Moody's Investor Service, Inc. ("Moody's") or, if unrated, of comparable quality in the opinion of the Sub-Advisor, Spectrum. It normally invests at least 80% of net assets (plus any borrowings for investment purposes) in preferred securities. The fund focuses primarily on the financial services, Real Estate Investment Trust and utility industries. It is nondiversified. | | | Fund Profile |
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