Fund Existence
over 37 years
Min. Initial Investment
500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.62
Assets in Top Ten Holdings
13.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
41M
Number of Long Holdings
57.00
Number of Net Holdings
66.00
Number of Short Holdings
9.00
Prospectus Acquired Expense Ratio
0.11
Weighting Top Ten Holdings
38.28%
Annual Yield % from dividends
1.42
Returns for 10 years
26.25