|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
110.36M |
| Category: |
Utilities |
| Total Expense Ratio: |
0.98% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.61% |
| 5y Avg Return: |
8.86% |
| Rank in Category (ytd): |
58 |
| % Rank in Category (ytd): |
55.77% |
| Beta (3y): |
0.89 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks capital growth and current income. The fund normally invests up to 80% of total assets in securities of companies in the utilities industry. It may invest up to 20% of net assets in lower-rated bonds, commonly known as ?junk bonds.? The fund may invest in companies of any size. |
|
| Fund Profile |
|
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