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| | | Morningstar Overall Rating: | N/A | | Total Assets: | 145.58M | | Category: | Global Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 36.79% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 27 | | % Rank in Category (ytd): | 17.88% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks capital growth and income consistent with prudent investment management. The fund normally invests at least 80% of assets in securities of real estate companies and companies related to the real estate industry. It may invest a significant portion of assets in real estate investment trusts (REITs) and other similar REIT-like structures. The fund does not invest directly in real estate. It is nondiversified. | | | Fund Profile |
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