Fund Existence
over 9 years
Min. Initial Investment
25000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
1.79
Assets in Top Ten Holdings
37.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
55.5M
Number of Long Holdings
48.00
Number of Net Holdings
53.00
Number of Short Holdings
5.00
Prospectus Acquired Expense Ratio
0.08
Weighting Top Ten Holdings
59.67%
Annual Yield % from dividends
0.86
Returns for 5 years
-11.34