| | | Morningstar Overall Rating: |  | | Total Assets: | 375.31M | | Category: | Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.25% | | 5y Avg Return: | 1.70% | | Rank in Category (ytd): | 40 | | % Rank in Category (ytd): | 14.98% | | Beta (3y): | 1.66 | | Morningstar Risk Rating: | Average |
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| The investment seeks total return. The fund invests at least 80% of net assets (plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts and real estate companies. It also may invest in convertible securities, initial public offerings and Rule 144A securities. The fund may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. It is nondiversified. | | | Fund Profile |
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