| No headlines available for SRIEX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 10.24M | | Category: | Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 10.76% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 258 | | % Rank in Category (ytd): | 96.63% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in common stocks of REITs and companies principally engaged in the real estate industry. It may invest in companies of any size and may also invest in exchange-traded funds (?ETFs?). The fund normally holds long positions in equity securities with an aggregate value of approximately 130% (within a range of 100% to 150%) of assets. It normally establishes short positions in equity securities with a market value of approximately 30% (within a range of 0% to 50%) of assets. | | | Fund Profile |
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