|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
13.50M |
| Category: |
Specialty-Financial |
| Total Expense Ratio: |
1.83% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-11.95% |
| 5y Avg Return: |
8.13% |
| Rank in Category (ytd): |
14 |
| % Rank in Category (ytd): |
10% |
| Beta (3y): |
0.79 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of large capitalization companies "principally engaged" in the business of financial services which have a market capitalization of $3 billion or more. It may invest up to 20% of assets in companies outside of the financial group of industries. It is nondiversified. |
|
| Fund Profile |
|
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