| | | Morningstar Overall Rating: |  | | Total Assets: | 6.87M | | Category: | Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.34% | | 5y Avg Return: | -0.87% | | Rank in Category (ytd): | 253 | | % Rank in Category (ytd): | 94.76% | | Beta (3y): | 1.56 | | Morningstar Risk Rating: | Below average |
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| The investment seeks income and capital appreciation. The fund normally invests at least 85% of assets in equity securities of companies principally engaged in the U.S. real estate industry. It may also invest in real estate investment trusts. The fund is nondiversified. | | | Fund Profile |
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