Fund Existence
over 30 years
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.29
Assets in Top Ten Holdings
113M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
220M
Number of Long Holdings
49.00
Number of Net Holdings
50.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
34.85%
Annual Yield % from dividends
0.29
Returns for 5 years
-24.55
Returns for 10 years
-54.41