| | | Morningstar Overall Rating: |  | | Total Assets: | 41.42M | | Category: | Financial | | Total Expense Ratio: | 1.80% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 12.23% | | 5y Avg Return: | 0.28% | | Rank in Category (ytd): | 95 | | % Rank in Category (ytd): | 73.64% | | Beta (3y): | 0.76 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks of U.S. companies in the financial services sector. Although it may invest in companies of any size, the fund typically invests in companies with market capitalization of $9.3 billion or less. The fund may invest up to 20% of total assets in companies outside the financial services sector and in debt securities of any maturity, duration, or credit rating (including junk bonds) from any government or corporate issuer, U.S. or foreign. It may also invest up to 15% of assets in foreign securities. | | | Fund Profile |
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