| | | Morningstar Overall Rating: |  | | Total Assets: | 202.91M | | Category: | Ultrashort Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | -10.60% | | 5y Avg Return: | -8.93% | | Rank in Category (ytd): | 105 | | % Rank in Category (ytd): | 100% | | Beta (3y): | 0.25 | | Morningstar Risk Rating: | High |
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| The investment seeks high current income with minimal changes in share price. The fund primarily invests in investment-grade bonds. It may invest in bonds from diverse market sectors based on changing economic, market, industry and issuer conditions. The fund may invest to 25% of assets in below investment-grade bonds that are rated, at the time of investment, at least B by at least one nationally recognized statistical rating organization (NRSRO) or are the unrated equivalent as determined by the investment adviser. It maintains an average portfolio duration of one year or less. | | | Fund Profile |
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