|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.17B |
| Category: |
Real Estate |
| Total Expense Ratio: |
0.86% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-7.04% |
| 5y Avg Return: |
7.38% |
| Rank in Category (ytd): |
189 |
| % Rank in Category (ytd): |
67.74% |
| Beta (3y): |
1.65 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks to provide a combination of income and long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of companies in the real estate industry. It may invest up to 20% of assets in equity or debt securities of companies outside the real estate industry. The fund may invest up to 20% of assets in debt or fixed-income securities of a quality below investment grade, including securities commonly referred to as "junk bonds". |
|
| Fund Profile |
|
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0.20 (1.04%) 
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