|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
188.14M |
| Category: |
Financial |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
11.34% |
| 5y Avg Return: |
-1.47% |
| Rank in Category (ytd): |
96 |
| % Rank in Category (ytd): |
74.42% |
| Beta (3y): |
0.53 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% assets plus the amount of any borrowings for investment purposes in securities of small-cap companies ?principally engaged? in the business of providing financial services to consumers and industry. It focuses on financial services companies that invest in real estate, usually through mortgages and other consumer-related loans. The Fund may invest up to 20% of its net assets in companies with larger market capitalizations or companies outside of the financial services group of industries. It is nondiversified. |
|
| Fund Profile |
|
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