Fund Existence
about 19 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
1.61
Assets in Top Ten Holdings
19.4M
Average Credit Quality
N/A
Average Effective Duration
3.96
Average Effective Maturity
6.70
Fund Share Class Net Assets
46.1M
Number of Long Holdings
74.00
Number of Net Holdings
100.00
Number of Short Holdings
26.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
48.24%
Annual Yield % from dividends
1.28
Returns for 10 years
39.18