|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
27.28M |
| Category: |
Specialty-Utilities |
| Total Expense Ratio: |
2.05% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
18.25% |
| 5y Avg Return: |
17.23% |
| Rank in Category (ytd): |
101 |
| % Rank in Category (ytd): |
89.38% |
| Beta (3y): |
0.95 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks current income and growth of income; capital appreciation is a secondary consideration. The fund generally invests at least 65% of assets in securities of domestic or foreign companies that provide electricity, natural gas, water, telecommunications or sanitary services to the public. The remaining assets may be invested in debt securities of public utility companies, or debt or equity securities of other issuers who stand to benefit from developments in the utilities industry. |
|
| Fund Profile |
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