| | | Morningstar Overall Rating: |  | | Total Assets: | 101.48M | | Category: | Financial | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.89% | | 5y Avg Return: | 7.83% | | Rank in Category (ytd): | 58 | | % Rank in Category (ytd): | 44.96% | | Beta (3y): | 0.76 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital appreciation. The fund pursues its goal by investing at least 80% of assets in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. The fund generally intends to invest in U.S. companies and U.S. dollar denominated securities issued by non-U.S. companies (such as depositary receipts), but it may also invest up to 15% of total assets in non-U.S. dollar denominated securities issued by non-U.S. companies. It may also invest in initial public offerings (IPOs) of securities. The fund is nondiversified. | | | Fund Profile |
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