Fund Existence
over 30 years
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.68
Assets in Top Ten Holdings
149M
Average Effective Duration
4.31
Average Effective Maturity
6.75
Fund Share Class Net Assets
102M
Number of Long Holdings
2125.00
Number of Net Holdings
2216.00
Number of Short Holdings
91.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
41.93%
Annual Yield % from dividends
2.07
Returns for 10 years
12.55