| | | Morningstar Overall Rating: |  | | Total Assets: | 1.44B | | Category: | Global Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 35.59% | | 5y Avg Return: | 1.23% | | Rank in Category (ytd): | 25 | | % Rank in Category (ytd): | 16.56% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity and debt securities of companies in the real estate industry. Management seeks to acquire securities of well-financed companies at a substantial discount to the estimate of the issuing company's private market value or liquidation value. The fund is nondiversified. | | | Fund Profile |
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