Fund Existence
over 4 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
4.88M
Average Credit Quality
N/A
Average Effective Duration
5.79
Average Effective Maturity
8.76
Fund Share Class Net Assets
673K
Number of Long Holdings
243.00
Number of Net Holdings
244.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.12
Weighting Top Ten Holdings
22.92%
Annual Yield % from dividends
1.63