|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
56.31M |
| Category: |
Specialty-Real Estate |
| Total Expense Ratio: |
0.97% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-14.74% |
| 5y Avg Return: |
19.62% |
| Rank in Category (ytd): |
223 |
| % Rank in Category (ytd): |
59.95% |
| Beta (3y): |
1.38 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation and current income. The fund invests at least 80% of assets in equity securities issued by real estate investment trusts and common stocks and other securities issued by other real estate companies. The fund may invest up to 20% of assets in debt securities. It may invest in securities that are below investment-grade, provided that at the time of purchase they are rated at least B or, if unrated, deemed by management to be of comparable quality. The fund is nondiversified. |
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| Fund Profile |
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