| | | Morningstar Overall Rating: |  | | Total Assets: | 4.25M | | Category: | Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.72% | | 5y Avg Return: | -1.55% | | Rank in Category (ytd): | 144 | | % Rank in Category (ytd): | 53.93% | | Beta (3y): | 1.62 | | Morningstar Risk Rating: | Average |
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| The investment seeks total return. The fund normally invests at least 80% of assets in REITs and common stocks and other equity securities of U.S. and foreign companies principally engaged in the real estate sector. It does not invest in real estate directly. The portfolio managers use a combination of a top-down and a bottom-up approach. It may invest in foreign securities. The fund is nondiversified. | | | Fund Profile |
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