Fund Existence
almost 20 years
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Conservative Allocation
Annual Report Gross Expense Ratio
1.16
Assets in Top Ten Holdings
334M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
1.67M
Number of Long Holdings
34.00
Number of Net Holdings
47.00
Number of Short Holdings
13.00
Prospectus Acquired Expense Ratio
0.48
Weighting Top Ten Holdings
86.15%
Annual Yield % from dividends
2.40
Returns for 10 years
20.57