|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
392.70M |
| Category: |
Specialty-Real Estate |
| Total Expense Ratio: |
1.17% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-19.61% |
| 5y Avg Return: |
15.08% |
| Rank in Category (ytd): |
197 |
| % Rank in Category (ytd): |
52.96% |
| Beta (3y): |
1.44 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund invests primarily in the securities of issuers which are principally engaged in the real estate industry or own significant real estate assets. It is non-diversified. |
|
| Fund Profile |
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