| No headlines available for SMARX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 155.46M | | Category: | Multisector Bond | | Total Expense Ratio: | 0.00% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 38.56% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 14 | | % Rank in Category (ytd): | 5.71% | | Beta (3y): | 1.27 | | Morningstar Risk Rating: | High |
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| The investment seeks to maximize total long-term return. The fund invests in both investment grade securities (securities rated at least BBB by Standard & Poor's or Fitch or Baa3 by Moody's or determined by the Advisor to be of comparable quality) and in non-investment grade, high yield securities. It may hold up to 60% of total assets in high yield securities. The fund invests in debt securities of any maturity, and there is no limit on the investment's average portfolio maturity. Under normal market conditions, the fund's average portfolio maturity ranges from five to eight years. | | | Fund Profile |
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