| No headlines available for TOBAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 36.79M | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 18.57% | | 5y Avg Return: | 4.69% | | Rank in Category (ytd): | 258 | | % Rank in Category (ytd): | 22.91% | | Beta (3y): | 0.97 | | Morningstar Risk Rating: | Average |
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| The investment seeks a high level of current income. Capital appreciation is secondary. The fund normally invests primarily at least 80% of assets in bonds including mortgage-related securities, asset-backed securities, government securities and corporate debt securities. It expects to have an average effective maturity of between 5 and 15 years. The fund invests at least 65% of total assets in investment-grade debt securities, but may invest up to 35% of total assets in non-investment grade debt securities. It may also invest in U.S. dollar denominated foreign debt securities. | | | Fund Profile |
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