|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
38.77M |
| Category: |
Specialty-Real Estate |
| Total Expense Ratio: |
1.37% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-19.14% |
| 5y Avg Return: |
17.73% |
| Rank in Category (ytd): |
364 |
| % Rank in Category (ytd): |
97.85% |
| Beta (3y): |
1.49 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks total return through a combination of growth and income. The fund invests at least 80% of assets in REITs and common stocks and other equity securities of U.S. and foreign companies principally engaged in the real estate sector. It does not invest in real estate directly. The sub-adviser uses a combination of a top-down and a bottom-up approach. It is nondiversified. |
|
| Fund Profile |
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