Fund Existence
over 36 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.05
Assets in Top Ten Holdings
863M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
1.32B
Number of Long Holdings
157.00
Number of Net Holdings
159.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.28%
Annual Yield % from dividends
0.71
Returns for 10 years
68.95