| | | Morningstar Overall Rating: | N/A | | Total Assets: | 460.00K | | Category: | Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 46.50% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 8 | | % Rank in Category (ytd): | 3% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks total return through long-term capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in common, convertible and preferred stock of U.S. Realty Companies. Under normal circumstances, it may invest up to 20% of net assets in rights, warrants, other equity securities (including initial public offerings), and convertible and debt securities of U.S. Realty Companies. The fund also may invest up to 20% of net assets in equity and debt securities and instruments of U.S. companies or entities of any size. | | | Fund Profile |
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