|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
330.89M |
| Category: |
Financial |
| Total Expense Ratio: |
1.00% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
0.08% |
| 5y Avg Return: |
-2.66% |
| Rank in Category (ytd): |
38 |
| % Rank in Category (ytd): |
29.46% |
| Beta (3y): |
1.22 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital and a modest level of income. The fund normally invests at least 80% of assets in the common stocks of companies in the financial services industry. It may also invest in companies deriving substantial revenues (at least 50%) from conducting business with the industry, such as providers of financial software. |
|
| Fund Profile |
|
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