| No headlines available for SOPAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 1.31B | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.44% | | 5y Avg Return: | 0.74% | | Rank in Category (ytd): | 509 | | % Rank in Category (ytd): | 42.99% | | Beta (3y): | 1.18 | | Morningstar Risk Rating: | Above average |
|
| The investment seeks a high level of current income. Long-term capital appreciation is secondary objective. The fund invests at least 80% of the value of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics. A significant portion of the fund?s portfolio consists of equity securities that pay dividends. It may invest up to 50% of net assets in equity securities of foreign issuers directly or in the form of depositary receipts representing an interest in those securities. The fund may invest up to 20% of net assets in fixed-income securities. | | | Fund Profile |
|
Help
0.11 (0.97%) 
Summary
Add SOPAX to Portfolio 
Download Data
