Fund Overview
Short-Intermediate Income Fund
| Overview | Holdings Details | Total Returns | Summary of Returns | Dividend History | Proxy Voting |
Objective
The Short-Intermediate Income Fund is a short to intermediate-term bond fund. It seeks high current income and preservation of capital by investing in U.S. Government and corporate bonds and other fixed-income securities. The average weighted maturity of the portfolio will generally be between one and ten years, which makes the volatility of the fund lower than that of long-term bond funds.
| Fund Information | |
| Portfolio Manager: | Thomas D. Carney, CFA |
| Inception Date of Fund: | December 23, 1988 |
| Total Net Assets (6/30/2010): | $841.1 Million |
| Sales Charge: | None |
| Redemption Charge: | None |
| Fund Expense Ratio (3/31/2010): | 0.62% |
| Fund Number: | 329 |
| Cusip: | 94904P302 |
| Ticker: | WEFIX |
| Minimum Initial Investment: | $2,500.00 |
