Fund Existence
almost 20 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.18
Assets in Top Ten Holdings
37.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
42.8M
Number of Long Holdings
28.00
Number of Net Holdings
29.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
52.81%
Annual Yield % from dividends
1.11
Returns for 10 years
24.10