Fund Existence
almost 12 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.35
Assets in Top Ten Holdings
45.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
695K
Number of Long Holdings
32.00
Number of Net Holdings
32.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
39.80%
Annual Yield % from dividends
1.07
Returns for 10 years
127.98