| No headlines available for SOVBX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 34.43M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.17% | | 5y Avg Return: | 0.96% | | Rank in Category (ytd): | 1616 | | % Rank in Category (ytd): | 79.96% | | Beta (3y): | 0.85 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term growth of capital and income without assuming undue market risks. The fund normally invests at least 80% of stock investments in companies with market capitalizations within the range of the Standard & Poor's 500 index. At least 65% of the fund's stock investments are "dividend performers". It may not invest more than 5% of assets in any one security. The fund may invest in bonds of any maturity, with up to 5% of assets in junk bonds rated as low as C and their unrated equivalents. It may invest in dollar-denominated foreign securities. | | | Fund Profile |
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