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
5.23
Average Effective Maturity
8.78
Fund Share Class Net Assets
43.7M
Number of Long Holdings
76.00
Number of Net Holdings
105.00
Number of Short Holdings
29.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
47.96%
Annual Yield % from dividends
1.33
Returns for 10 years
27.82