|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
416.90M |
| Category: |
Real Estate |
| Total Expense Ratio: |
1.63% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
59.36% |
| 5y Avg Return: |
-3.12% |
| Rank in Category (ytd): |
2 |
| % Rank in Category (ytd): |
0.74% |
| Beta (3y): |
1.30 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks high current income and long-term growth of capital. The fund invests primarily in real estate securities, including securities issued by real estate investment trusts ("REITs"), master limited partnerships and other real estate companies. Investments in these issuers include preferred stock, convertible preferred stock, debt securities, and other senior securities. It may also invest in common stock, rights or warrants to purchase securities, and limited partnership interests. It is nondiversified. |
|
| Fund Profile |
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