|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.94B |
| Category: |
Specialty-Real Estate |
| Total Expense Ratio: |
0.78% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-18.80% |
| 5y Avg Return: |
18.60% |
| Rank in Category (ytd): |
308 |
| % Rank in Category (ytd): |
82.8% |
| Beta (3y): |
1.48 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term growth through a combination of capital appreciation and current income. The fund normally invests at least 80% of assets in the equity securities of real estate companies. It may invest up to 20% of assets in companies deriving a substantial portion of revenues or profits from servicing real estate firms, as well as in companies unrelated to the real estate business. The fund will not own real estate directly. |
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| Fund Profile |
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