| No headlines available for SWRSX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 291.58M | | Category: | Inflation-Protected Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 11.52% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 116 | | % Rank in Category (ytd): | 73.42% | | Beta (3y): | 1.60 | | Morningstar Risk Rating: | Below average |
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| The investment seeks to provide total return and inflation protection, The fund normally invests at least 80% of net assets in inflation-protected fixed-income securities. It may invest up to 20% of net assets in fixed-income securities that are not structured to provide protection against inflation. The fund may invest up to 10% of net assets in below investment-grade bonds that are rated at least B by at least one nationally recognized statistical rating organization or are the unrated equivalent as determined by the investment adviser. It may also invest in derivatives. | | | Fund Profile |
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