Fund Existence
almost 20 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Financial
Annual Report Gross Expense Ratio
2.12
Assets in Top Ten Holdings
83.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
16.7M
Number of Long Holdings
46.00
Number of Net Holdings
55.00
Number of Short Holdings
9.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
48.36%
Annual Yield % from dividends
0.74
Returns for 3 years
-17.15
Returns for 5 years
111.01
Returns for 10 years
53.97