|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
34.29M |
| Category: |
Financial |
| Total Expense Ratio: |
1.97% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-0.08% |
| 5y Avg Return: |
-0.44% |
| Rank in Category (ytd): |
43 |
| % Rank in Category (ytd): |
33.33% |
| Beta (3y): |
0.83 |
| 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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