Fund Existence
almost 40 years
Min. Initial Investment IRA
500
Morningstar Category
Consumer Defensive
Annual Report Gross Expense Ratio
0.69
Assets in Top Ten Holdings
948M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
734M
Number of Long Holdings
36.00
Number of Net Holdings
36.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
68.71%
Annual Yield % from dividends
1.90
Returns for 10 years
-0.19