|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
98.78M |
| Category: |
Specialty-Natural Res |
| Total Expense Ratio: |
1.98% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
31.83% |
| 5y Avg Return: |
26.91% |
| Rank in Category (ytd): |
125 |
| % Rank in Category (ytd): |
66.84% |
| Beta (3y): |
1.19 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks capital appreciation. The fund invests mainly in common stocks of companies worldwide in the energy and other natural resources industries. It usually invests in value stocks, and it typically invests in midsized and large companies. However, the fund may invest in companies of any size. |
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| Fund Profile |
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