Fund Existence
almost 22 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
2.00
Assets in Top Ten Holdings
24.1M
Average Effective Duration
6.25
Average Effective Maturity
8.74
Fund Share Class Net Assets
809K
Number of Long Holdings
78.00
Number of Net Holdings
78.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
28.51%
Annual Yield % from dividends
0.08
Returns for 10 years
10.87