| | | Morningstar Overall Rating: |  | | Total Assets: | 286.47M | | Category: | Financial | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.90% | | 5y Avg Return: | -3.39% | | Rank in Category (ytd): | 63 | | % Rank in Category (ytd): | 48.84% | | Beta (3y): | 1.32 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equities of U.S. and foreign financial services companies of any size. It may invest up to 5% of assets in junk bonds, and up to 15% of assets in investment-grade short-term securities.It may make limited use of certain derivatives.In abnormal circumstances, the fund may temporarily invest up to 80% of assets in investment-grade short-term securities. | | | Fund Profile |
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