Fund Existence
about 5 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.33
Assets in Top Ten Holdings
38.6M
Average Effective Duration
3.27
Average Effective Maturity
4.47
Fund Share Class Net Assets
174M
Number of Long Holdings
263.00
Number of Net Holdings
264.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.05
Weighting Top Ten Holdings
30.47%
Annual Yield % from dividends
0.50