- Last NAV update 9/23/2014 4:00 PM ET
|The investment seeks total return consisting of long-term capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts ("REITs") and real estate companies. The Sub-Adviser may invest in companies with any market capitalization. However, the Sub-Adviser will generally not invest in companies with a market capitalization of less than $100 million at the time of purchase. The fund is non-diversified.|
- Year to date performance as of 9/23/2014 12:00 AM ET
|Fund Manager||T. Ferguson|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 9/23/2014 12:00 AM ET
|Net Assets||623,201.00||298.26 Mil|
|Avg Market Cap||11.00 Bil||11.72 Bil|
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