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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
611.03M |
| Category: |
Real Estate |
| Total Expense Ratio: |
1.00% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
39.55% |
| 5y Avg Return: |
1.66% |
| Rank in Category (ytd): |
10 |
| % Rank in Category (ytd): |
3.68% |
| Beta (3y): |
0.66 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks higher than average income; capital growth is a secondary consideration. The fund normally invests primarily in preferred and common stocks of real estate investment trusts (REITs); debt securities of real estate entities; and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities. It normally investing at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund is nondiversified. |
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| Fund Profile |
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