* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||9.87%|
|Rank in Category (ytd):||5|
|% Rank in Category (ytd):||7.69%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Utilities sectors. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is non-diversified. View More