Fund Existence
over 14 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
4.85
Assets in Top Ten Holdings
142M
Average Credit Quality
N/A
Average Effective Duration
0.96
Average Effective Maturity
1.02
Fund Share Class Net Assets
1.11M
Number of Long Holdings
83.00
Number of Net Holdings
120.00
Number of Short Holdings
37.00
Prospectus Acquired Expense Ratio
0.03
Weighting Top Ten Holdings
48.06%
Annual Yield % from dividends
0.83
Returns for 10 years
49.87