| No headlines available for SFXRX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 3.52M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 8.65% | | 5y Avg Return: | 0.77% | | Rank in Category (ytd): | 934 | | % Rank in Category (ytd): | 82.95% | | Beta (3y): | 0.67 | | Morningstar Risk Rating: | Average |
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| The investment seeks to maximize total return consistent with preservation of capital. The fund normally invests at least 80% of assets in fixed-income securities. It invests primarily in investment-grade fixed-income securities rated within the top four credit rating categories. The fund may invest up to 25% of total assets in US dollar-denominated securities of foreign issuers and governments. It may hold up to 20% of total assets in cash or money market instruments in order to maintain liquidity. The fund may lend in an amount up to 33 1/3% of total assets to approved institutional borrowers. | | | Fund Profile |
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