| No headlines available for SZIIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 12.37M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 10.66% | | 5y Avg Return: | 0.68% | | Rank in Category (ytd): | 765 | | % Rank in Category (ytd): | 67.94% | | Beta (3y): | 0.70 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to maximize total return consistent with preservation of capital. The fund primarily invests in US dollar-denominated fixed-income securities, including corporate bonds, US government and agency bonds and mortgage- and asset-backed securities. It may invest up to 25% of total assets in foreign investment grade bonds. The fund may also invest up to 35% of total assets in securities of US and foreign issuers that are below investment grade. It may have exposure of up to 15% of total assets in foreign currencies. | | | Fund Profile |
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