| | | Morningstar Overall Rating: |  | | Total Assets: | 1.12B | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.40% | | 5y Avg Return: | 4.44% | | Rank in Category (ytd): | 33 | | % Rank in Category (ytd): | 2.93% | | Beta (3y): | 0.82 | | Morningstar Risk Rating: | Above average |
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| The investment seeks high current income without undue risk to principal. The fund normally invests at least 80% of assets in a broad range of debt securities. It maintains a dollar-weighted average portfolio maturity between three to ten years. This 80% policy may be changed upon 60 days' notice to shareholders. | | | Fund Profile |
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