| | | Morningstar Overall Rating: |  | | Total Assets: | 437.54M | | Category: | Inflation-Protected Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 14.89% | | 5y Avg Return: | 5.30% | | Rank in Category (ytd): | 25 | | % Rank in Category (ytd): | 15.82% | | Beta (3y): | 1.86 | | Morningstar Risk Rating: | Above average |
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| The investment seeks maximum total return, consistent with preservation of capital. The fund invests at least 80% of net assets in inflation-indexed fixed income securities and at least 70% of net assets in U.S. Treasury Inflation Protected Securities. It may also invest up to 30% of assets in securities rated below AAA but at least Baa/BBB. The fund can engage in reverse repurchase agreements and borrow money for temporary or emergency purposes. | | | Fund Profile |
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