Fund Existence
about 16 years
Min. Initial Investment IRA
500
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
1.76
Assets in Top Ten Holdings
353M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
6.7M
Number of Long Holdings
289.00
Number of Net Holdings
289.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
14.78%
Annual Yield % from dividends
2.27
Returns for 10 years
14.36