| | | Morningstar Overall Rating: | N/A | | Total Assets: | 24.15M | | Category: | World Stock | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.54% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 615 | | % Rank in Category (ytd): | 81.89% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks maximum return (growth of capital and income). The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks and other equities of US and foreign companies engaged in activities related to climate change ("climate change-related companies"). It may invest up to 30% of assets in emerging-market equities. The fund is permitted, but not required, to invest up to 30% of assets in various types of derivatives, particularly futures. It may lend its investment securities in an amount up to 33 1/3% of total assets to approved institutional borrowers. | | | Fund Profile |
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