Fund Existence
over 25 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
1.23
Assets in Top Ten Holdings
33.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
361M
Number of Long Holdings
188.00
Number of Net Holdings
191.00
Number of Short Holdings
3.00
Prospectus Acquired Expense Ratio
0.07
Weighting Top Ten Holdings
117.34%
Annual Yield % from dividends
2.87
Returns for 10 years
-19.90