| | | Morningstar Overall Rating: |  | | Total Assets: | 2.70M | | Category: | Real Estate | | Total Expense Ratio: | 1.50% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 14.73% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 57 | | % Rank in Category (ytd): | 20.96% | | Beta (3y): | 1.54 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term total investment return through a combination of capital appreciation and current income. The fund invests 80% of net assets in equity real estate investment trusts (?REITs?) and other commercial real estate-oriented companies which own, manage and invest in underlying real estate assets, including REITs and real estate operating companies. It may invest up to 50% of net assets in securities of non-U.S. issuers (?foreign securities?) that trade on U.S. or foreign exchanges. The fund is nondiversified. | | | Fund Profile |
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