Fund Existence
almost 14 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
2.01
Assets in Top Ten Holdings
34.7M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
249K
Number of Long Holdings
740.00
Number of Net Holdings
772.00
Number of Short Holdings
32.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
17.03%
Annual Yield % from dividends
1.37
Returns for 10 years
47.24