Fund Existence
almost 25 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
1.23
Assets in Top Ten Holdings
33.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
365M
Number of Long Holdings
209.00
Number of Net Holdings
212.00
Number of Short Holdings
3.00
Prospectus Acquired Expense Ratio
0.07
Weighting Top Ten Holdings
104.50%
Annual Yield % from dividends
2.52
Returns for 10 years
-18.29