| | | Morningstar Overall Rating: |  | | Total Assets: | 1.33B | | Category: | Intermediate-Term Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 11.96% | | 5y Avg Return: | 4.86% | | Rank in Category (ytd): | 698 | | % Rank in Category (ytd): | 61.99% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term total return. The fund invests primarily in investment-grade debt securities, those rated in the top four rating categories by at least one nationally recognized rating agency. It normally invests at least 80% of net assets plus any borrowings for investment purposes in fixed income securities of varying maturities. The fund may (i) invest up to 35% of assets in below investment- grade securities, (ii) invest up to 20% in equity and equity related securities, generally in preferred stocks and (iii) invest up to 25% in foreign companies from developing and emerging markets. | | | Fund Profile |
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