|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
492.40M |
| Category: |
Specialty-Real Estate |
| Total Expense Ratio: |
0.98% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-15.19% |
| 5y Avg Return: |
19.97% |
| Rank in Category (ytd): |
260 |
| % Rank in Category (ytd): |
69.89% |
| Beta (3y): |
1.45 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks current income and long-term capital appreciation. The fund normally invests at least 80% of net assets in income-producing common stocks of publicly traded companies engaged in the real estate industry. The fund may invest up to 25% of total assets in securities of foreign issuers, including up to 15% of total assets in non-dollar denominated securities of foreign issuers. It is nondiversified. |
|
| Fund Profile |
|
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