Fund Existence
over 16 years
Min. Initial Investment IRA
500
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
0.72
Assets in Top Ten Holdings
353M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
102M
Number of Long Holdings
308.00
Number of Net Holdings
308.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
13.41%
Annual Yield % from dividends
2.83
Returns for 10 years
50.10