|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
738.28M |
| Category: |
Specialty-Financial |
| Total Expense Ratio: |
0.98% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-5.31% |
| 5y Avg Return: |
13.26% |
| Rank in Category (ytd): |
2 |
| % Rank in Category (ytd): |
1.43% |
| Beta (3y): |
1.12 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term growth of capital. The fund invests at least 80% of net assets in securities issued by companies principally engaged in the financial services sector. It has the flexibility to invest a limited portion of its assets in non-financial companies, to invest in companies of any size, to invest in companies whose shares may be subject to controversy, to invest in foreign securities, and to invest in non-equity securities. |
|
| Fund Profile |
|
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