| No headlines available for IVRIX. |
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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
337.05M |
| Category: |
Specialty-Real Estate |
| Total Expense Ratio: |
0.65% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-17.52% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
241 |
| % Rank in Category (ytd): |
64.78% |
| Beta (3y): |
1.47 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation; current income is a secondary objective. The fund normally invests 80% of assets in equity and equity-type securities of companies that have at least 50% of the value of their assets in, or that derive at least 50% of their revenues from the ownership, construction, management, or sale of residential, commercial, or industrial real estate. The balance of assets may be invested in securities of issuers whose products and services are related to the real estate industry. This fund is nondiversified. |
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| Fund Profile |
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