Fund Existence
over 23 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
2.83
Assets in Top Ten Holdings
5.88M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
866K
Number of Long Holdings
68.00
Number of Net Holdings
68.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
29.50%
Annual Yield % from dividends
1.69
Returns for 3 years
-12.81