| | | Morningstar Overall Rating: | N/A | | Total Assets: | 188.52M | | Category: | Equity Energy | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.24% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 74 | | % Rank in Category (ytd): | 93.67% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund invests 80% of net assets (including borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies whose main business is alternative energy or are significantly involved in the alternative energy sector. It invests in securities of all market capitalizations. The fund may also invest in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). It's nondiversified. | | | Fund Profile |
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