Fund Existence
about 19 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
2.82
Assets in Top Ten Holdings
19.4M
Average Credit Quality
N/A
Average Effective Duration
4.63
Average Effective Maturity
7.82
Fund Share Class Net Assets
1.97M
Number of Long Holdings
75.00
Number of Net Holdings
104.00
Number of Short Holdings
29.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
48.18%
Annual Yield % from dividends
0.48
Returns for 10 years
38.02