| | | Morningstar Overall Rating: |  | | Total Assets: | 161.92M | | Category: | Global Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.31% | | 5y Avg Return: | 2.80% | | Rank in Category (ytd): | 37 | | % Rank in Category (ytd): | 24.5% | | Beta (3y): | 1.16 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation and income. The fund normally invests at least 80% of assets in equity related securities of real estate companies, principally real estate investment trusts. It typically invests capital appreciation more than 5% of assets in any one issuer. The fund is nondiversified. | | | Fund Profile |
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