Fund Existence
almost 21 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Annual Report Gross Expense Ratio
1.42
Assets in Top Ten Holdings
21.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
29.6M
Number of Long Holdings
59.00
Number of Net Holdings
93.00
Number of Short Holdings
34.00
Prospectus Acquired Expense Ratio
0.02
Weighting Top Ten Holdings
61.56%
Annual Yield % from dividends
0.70
Returns for 5 years
-16.88
Returns for 10 years
18.23