* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.92%|
Performance & Risk
|5y Avg Return:||17.19%|
|Rank in Category (ytd):||100|
|% Rank in Category (ytd):||35.84%|
|Morningstar Risk Rating:||5|
The investment seeks to provide a combination of income and long-term growth of capital.
The fund invests primarily in equity securities of companies in the real estate industry, including real estate investment trusts. The fund normally expects to invest at least 80% of its assets in these securities. The fund may invest up to 20% of its assets in equity or debt securities of companies outside the real estate industry. The debt and fixed income securities in which the fund may invest may be of any credit quality and of any maturity. The fund may invest in equity securities of issuers of any size. It may invest in the securities of U.S. and foreign issuers. View More