Fund Existence
over 20 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
1.47
Assets in Top Ten Holdings
21.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
30.4M
Number of Long Holdings
65.00
Number of Net Holdings
97.00
Number of Short Holdings
32.00
Prospectus Acquired Expense Ratio
0.03
Weighting Top Ten Holdings
48.45%
Annual Yield % from dividends
0.70
Returns for 5 years
-15.22
Returns for 10 years
22.60