The investment seeks high total return, consisting of 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 a portfolio of equity securities of companies that are principally engaged in the real estate industry. It may invest in companies located in countries with emerging securities markets. The fund may invest in other investment companies, including exchange-traded funds.
Fund filings (PDF) »
Joseph Smith (Started: Feb 28, 2007)
T. Ferguson (Started: Nov 30, 2001)
Steven Burton (Started: Nov 30, 2001)
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