| | | Morningstar Overall Rating: |  | | Total Assets: | 7.89M | | Category: | Financial | | Total Expense Ratio: | 1.60% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 33.53% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 34 | | % Rank in Category (ytd): | 26.36% | | Beta (3y): | 1.29 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital and consistent above average total returns. The fund normally invests at least 80% of assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. It invests a substantial percentage of assets in equity securities issued by banks that have strong growth prospects or takeover potential. | | | Fund Profile |
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