Fund Existence
over 20 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Financial
Annual Report Gross Expense Ratio
1.69
Assets in Top Ten Holdings
9.77M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
2.42M
Number of Long Holdings
82.00
Number of Net Holdings
84.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
34.00%
Annual Yield % from dividends
3.94
Returns for 5 years
105.84
Returns for 10 years
71.00