|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.70M |
| Category: |
Real Estate |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
14.73% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
57 |
| % Rank in Category (ytd): |
20.96% |
| Beta (3y): |
1.54 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term total investment return through a combination of capital appreciation and current income. The fund invests 80% of net assets in equity real estate investment trusts (?REITs?) and other commercial real estate-oriented companies which own, manage and invest in underlying real estate assets, including REITs and real estate operating companies. It may invest up to 50% of net assets in securities of non-U.S. issuers (?foreign securities?) that trade on U.S. or foreign exchanges. The fund is nondiversified. |
|
| Fund Profile |
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0.25 (1.70%) 
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