| | | Morningstar Overall Rating: |  | | Total Assets: | 8.48M | | Category: | Real Estate | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.47% | | 5y Avg Return: | -2.42% | | Rank in Category (ytd): | 178 | | % Rank in Category (ytd): | 66.67% | | Beta (3y): | 1.25 | | Morningstar Risk Rating: | Low |
|
| The investment seeks long-term capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities, including common stock and preferred stock and securities convertible into common stock, and debt securities of Real Estate Industry Companies which may include real estate investment trusts, publicly traded real estate development companies, real estate management companies, building supply companies, timber companies, real property holdings and other publicly-traded companies involved in real estate related activities and industries. | | | Fund Profile |
|