Fund Existence
over 47 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
0.98
Assets in Top Ten Holdings
2.3B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
665M
Number of Long Holdings
211.00
Number of Net Holdings
220.00
Number of Short Holdings
9.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.25%
Annual Yield % from dividends
0.36
Returns for 10 years
61.53