Fund Existence
almost 17 years
Min. Initial Investment IRA
500
Morningstar Category
Convertibles
Annual Report Gross Expense Ratio
1.24
Assets in Top Ten Holdings
353M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
9.47M
Number of Long Holdings
344.00
Number of Net Holdings
345.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
15.89%
Annual Yield % from dividends
2.25
Returns for 10 years
91.64