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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
14.57M |
| Category: |
Health |
| Total Expense Ratio: |
1.48% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.49% |
| 5y Avg Return: |
1.72% |
| Rank in Category (ytd): |
162 |
| % Rank in Category (ytd): |
97.59% |
| Beta (3y): |
0.76 |
| Morningstar Risk Rating: |
Below average |
|
| The fund seeks long-term capital appreciation. The fund invests at least 80% of assets in wellness-related companies. It may invest in U.S. and non-U.S. companies, the majority of which will be in Asia and Western Europe. The fund may invest up to 15% of assets in companies organized or headquartered in emerging market countries (but no more than 10% in any one emerging market country). It does not intend to invest more than 15% of its assets in companies with market capitalizations below $100 million. The fund will invest primarily in common stocks and other equity securities. It is nondiversified. |
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| Fund Profile |
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