AALPX (Am Beacon:Sht-Term;Inv)
Net Asset Value: 8.74 1-Day Return: 0.00 (0.00%) YTD Return as of 5/23/12:Up 1.52%

Classification: Short Inv Grade   Objective: Short Inv Grade   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 1.52 0.60 2.34 2.88 2.91
Classification 1.49 1.43 4.01 3.03 3.15
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)5183846066

Fund Stats

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Investment Objective:Short Inv Grade
Net Assets ($Mil)18.70
Inception Date:8/1/94
Manager Name, TenureFields/Sporl/Kim, 1994 / 1997 / 2002
Expense Ratio: 0.78%
Sales Charge:
Load Type:
  
Level Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Gnma And Other Mtg Backed NA 33.36
Corporate Notes/bonds NA 30.44
Fgn. Currency Denominated Bonds NA 17.16
Asset Backed Securities NA 14.87
Treasury Notes/bonds NA 3.86
% of Total Holdings 99.69

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