Fund Existence
over 28 years
Min. Initial Investment
2000
Min. Initial Investment IRA
1000
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
1.91
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
22.2M
Number of Long Holdings
111.00
Number of Net Holdings
111.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
22.66%
Annual Yield % from dividends
1.13
Returns for 10 years
40.60