Fund Existence
almost 15 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Preferred Stock
Annual Report Gross Expense Ratio
2.16
Assets in Top Ten Holdings
41.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
18.8M
Number of Long Holdings
220.00
Number of Net Holdings
220.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
17.12%
Annual Yield % from dividends
4.43
Returns for 10 years
50.56