| | | Morningstar Overall Rating: | N/A | | Total Assets: | 160.00K | | Category: | Global Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 32.09% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 64 | | % Rank in Category (ytd): | 42.38% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to maximize total return consisting of capital appreciation and current income. The fund normally invests at least 80% of assets in publicly-traded equity securities of companies principally engaged in the real estate sector. It considers a company to be ?principally engaged? in the real estate sector if at least 50% of the company?s total revenues or earnings are derived from or at least 50% of the market value of its assets are attributed to the development, ownership, construction, management or sale of real estate, as determined by Urdang Securities Management, Inc. (Urdang), the fund?s sub-investment adviser. | | | Fund Profile |
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