| | | Morningstar Overall Rating: |  | | Total Assets: | 251.05M | | Category: | Utilities | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 11.01% | | 5y Avg Return: | 5.42% | | Rank in Category (ytd): | 48 | | % Rank in Category (ytd): | 46.15% | | Beta (3y): | 0.65 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital appreciation and income. The fund will primarily invest at least 80% of assets in securities of companies that provide products, services, or equipment for the generation of electricity, gas and water as well as for telecommunications. The fund intends to take advantage of trends in regulation and consolidation within the utilities industries. | | | Fund Profile |
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