|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
51.16M |
| Category: |
Specialty-Financial |
| Total Expense Ratio: |
1.52% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-5.22% |
| 5y Avg Return: |
12.45% |
| Rank in Category (ytd): |
99 |
| % Rank in Category (ytd): |
70.71% |
| Beta (3y): |
1.30 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in in equity and equity-related securities of companies in the banking and financial services group of industries. It may invest up to 10% of assets in debt securities rated investment-grade and may invest more than 5% of assets in any one issuer. The fund may participate in the IPO market. It may invest up to 35% of total assets in foreign securities (excluding ADRs, ADSs, or similar receipts and shares traded in U.S. markets). The fund is nondiversified. |
|
| Fund Profile |
|
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