Mutual Funds

The SPDR Dow Jones Reit ETF (RWR) is an ETF which is in the Real Estate Category that belongs to the SPDR State Street Global Advisors fund family and has an Investment Valuation of Medium Blend. The investments of RWR try to provide returns similar to those of the Dow Jones. It follows the trends of the Dow Jones by investing at least 80% of its assets in DJI securities. Essentially it is a non-diversified ETF, which practices a sampling strategy by investing in securities that are closely tied with actual real estate investing trends.

The Vanguard Small Cap Value ETF (VBR) is an ETF in the Small Value Category and belongs to the Vanguard fund family with an Investment Valuation of Small Value. The ETF tracks the performance of a benchmark index, which measures the performance of small capitalization value stocks. Using an index investment approach the fund tracks the performance and invests almost all of its assets in small U.S companies in the CRSP US Small Cap Value Index. The fund invests in these stocks proportionally to their weight in the index.

The Fidelity Select Biotechnology Portfolio (FBIOX) is a mutual fund in the Health Category and belongs to the Fidelity Investments fund family with an Investment Valuation of Medium Growth. Investing primarily in common stocks the fund seeks capital appreciation through the investing of 80% of its assets in domestic and foreign health companies focused on research & development and manufacturing of biotechnology products and in companies that benefit from the advances in technology in the biotechnological sector. This is a non-diversified fund, which focuses on various conditions to select its investments and does not follow any particular index.

The JHancock Financial Industries A (FIDAX) is a mutual fund in the Financial Category and belongs to the John Hancock fund family with an Investment Valuation of Large Value. The fund seeks capital appreciation through