Fund Existence
over 37 years
Min. Initial Investment
2000
Min. Initial Investment IRA
1000
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
1.16
Assets in Top Ten Holdings
271M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
266M
Number of Long Holdings
116.00
Number of Net Holdings
116.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
20.66%
Annual Yield % from dividends
1.91
Returns for 10 years
35.24