The funds goal is to track as closely as possible before fees and expenses the total return of the Dow Jones U.S. Select REIT Index. Thefunds investment objective is not fundamental and therefore may be changed by the funds Board of Trustees without shareholder approval. The index excludes mortgage ...
The funds goal is to track as closely as possible before fees and expenses the total return of the Dow Jones U.S. Select REIT Index. Thefunds investment objective is not fundamental and therefore may be changed by the funds Board of Trustees without shareholder approval. The index excludes mortgage REITs, defined as REITs that lend money directly to real estate owners and/or operators or indirectly through the purchase of mortgages or mortgage-backed securities, and hybrid REITs, defined as REITs that participate both in equity and mortgage investing. It is the funds policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
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