| | | Morningstar Overall Rating: | N/A | | Total Assets: | 700.00K | | Category: | Global Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 83.10% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1 | | % Rank in Category (ytd): | 0.66% | | 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 equity securities (including common, convertible and preferred stocks) in International Realty Companies as well as certain synthetic instruments relating to International Realty Companies. It may invest, directly or indirectly, in at least three different countries outside of the U.S. The fund may also invest in securities in emerging markets. It normally may invest up to 20% of net assets in rights, other equity-linked securities and debt securities of International Realty Companies. | | | Fund Profile |
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