|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
23.49M |
| Category: |
Real Estate |
| Total Expense Ratio: |
1.19% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.57% |
| 5y Avg Return: |
1.33% |
| Rank in Category (ytd): |
27 |
| % Rank in Category (ytd): |
9.68% |
| Beta (3y): |
1.95 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks maximum real return consistent with prudent investment management. The fund normally invests in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed-Income Instruments. It may invest up to 30% of total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. The fund may also invest up to 10% of total assets in preferred stocks. The fund is nondiversified. |
|
| Fund Profile |
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