Fund Existence
over 15 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
1.09
Assets in Top Ten Holdings
276M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
169M
Number of Long Holdings
111.00
Number of Net Holdings
111.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
21.85%
Annual Yield % from dividends
1.95
Returns for 10 years
42.81