|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
7.89M |
| Category: |
Financial |
| Total Expense Ratio: |
1.60% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
33.53% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
34 |
| % Rank in Category (ytd): |
26.36% |
| Beta (3y): |
1.29 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term growth of capital and consistent above average total returns. The fund normally invests at least 80% of assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. It invests a substantial percentage of assets in equity securities issued by banks that have strong growth prospects or takeover potential. |
|
| Fund Profile |
|
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