|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
283.30M |
| Category: |
Financial |
| Total Expense Ratio: |
1.39% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
0.31% |
| 5y Avg Return: |
-3.61% |
| Rank in Category (ytd): |
41 |
| % Rank in Category (ytd): |
31.78% |
| Beta (3y): |
1.31 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equities of U.S. and foreign financial services companies of any size. It may invest up to 5% of assets in junk bonds, and up to 15% of assets in investment-grade short-term securities.It may make limited use of certain derivatives.In abnormal circumstances, the fund may temporarily invest up to 80% of assets in investment-grade short-term securities. |
|
| Fund Profile |
|
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