|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.58B |
| Category: |
Specialty-Real Estate |
| Total Expense Ratio: |
0.82% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-21.34% |
| 5y Avg Return: |
16.59% |
| Rank in Category (ytd): |
282 |
| % Rank in Category (ytd): |
75.81% |
| Beta (3y): |
1.42 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks above-average income and long-term capital growth, consistent with reasonable investment risk and seeks to provide a yield that exceeds the composite yield of the Standard & Poor's 500SM Index (S&P 500). The fund normally invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. It invests in domestic and foreign issuers. The fund is nondiversified. |
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| Fund Profile |
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