|Net Assets||1.21 Bil|
- Last NAV update 8/29/2014 4:00 PM ET
|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.|
- Year to date performance as of 8/29/2014 12:00 AM ET
|Fund Manager||G. Heebner|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||1,000.00|
- * Annualized returns
- Performance as of 8/29/2014 12:00 AM ET
|Net Assets||1.21 Bil||298.26 Mil|
|Avg Market Cap||7.48 Bil||11.23 Bil|
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