Fund Existence
over 13 years
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
0.89
Assets in Top Ten Holdings
139M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
650M
Number of Long Holdings
174.00
Number of Net Holdings
174.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.14
Weighting Top Ten Holdings
11.66%
Annual Yield % from dividends
5.12
Returns for 10 years
71.23