| | | Morningstar Overall Rating: |  | | Total Assets: | 34.61M | | Category: | Financial | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 34.15% | | 5y Avg Return: | -0.40% | | Rank in Category (ytd): | 29 | | % Rank in Category (ytd): | 22.48% | | Beta (3y): | 0.84 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of large capitalization companies "principally engaged" in the business of financial services which have a market capitalization of $3 billion or more. It may invest up to 20% of assets in companies outside of the financial group of industries. It is nondiversified. | | | Fund Profile |
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