Fund Existence
over 21 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.22
Assets in Top Ten Holdings
24.1M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
79.6M
Number of Long Holdings
77.00
Number of Net Holdings
77.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
28.00%
Annual Yield % from dividends
1.31
Returns for 10 years
10.86