Fund Existence
over 19 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
2.06
Assets in Top Ten Holdings
19.4M
Average Credit Quality
N/A
Average Effective Duration
4.69
Average Effective Maturity
7.86
Fund Share Class Net Assets
48.9M
Number of Long Holdings
75.00
Number of Net Holdings
112.00
Number of Short Holdings
37.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
55.31%
Annual Yield % from dividends
1.24
Returns for 10 years
65.50