| No headlines available for SOPTX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 206.61M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.65% | | 5y Avg Return: | 0.15% | | Rank in Category (ytd): | 568 | | % Rank in Category (ytd): | 47.97% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | Above average |
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| 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 |
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