Fund Existence
over 18 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Annual Report Gross Expense Ratio
1.29
Assets in Top Ten Holdings
34.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
16.5M
Number of Long Holdings
77.00
Number of Net Holdings
77.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
23.19%
Annual Yield % from dividends
0.56
Returns for 10 years
26.24