Fund Existence
over 10 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
1.35
Assets in Top Ten Holdings
23.5M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
8.14M
Number of Long Holdings
109.00
Number of Net Holdings
109.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
25.68%
Annual Yield % from dividends
0.00
Returns for 10 years
35.63