Fund Existence
almost 10 years
Min. Initial Investment
25000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
1.79
Assets in Top Ten Holdings
37.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
50.8M
Number of Long Holdings
44.00
Number of Net Holdings
51.00
Number of Short Holdings
7.00
Prospectus Acquired Expense Ratio
0.08
Weighting Top Ten Holdings
50.30%
Annual Yield % from dividends
0.35
Returns for 5 years
-16.33