Fund Existence
almost 41 years
Min. Initial Investment IRA
500
Morningstar Category
Consumer Cyclical
Annual Report Gross Expense Ratio
0.70
Assets in Top Ten Holdings
475M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
638M
Number of Long Holdings
35.00
Number of Net Holdings
36.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
67.35%
Annual Yield % from dividends
0.51
Returns for 5 years
109.55
Returns for 10 years
43.77