| No headlines available for SOABX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 2.88M | | Category: | Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.19% | | 5y Avg Return: | -7.73% | | Rank in Category (ytd): | 69 | | % Rank in Category (ytd): | 25.84% | | Beta (3y): | 1.77 | | Morningstar Risk Rating: | Above average |
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| The investment seeks growth of capital and current income. The fund invests normally at least 80% of total assets in equity REITs and the equity securities of real estate industry companies. It looks for stock where the price is low in relationship to the underlying value of the company and its real estate. The fund may also invest in mortgage-backed securities, investment-grade taxable municipal obligations and short-term investments. It is nondiversified. | | | Fund Profile |
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