Fund Existence
almost 15 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Tactical Allocation
Annual Report Gross Expense Ratio
0.99
Assets in Top Ten Holdings
758M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
609M
Number of Long Holdings
139.00
Number of Net Holdings
160.00
Number of Short Holdings
21.00
Prospectus Acquired Expense Ratio
0.03
Weighting Top Ten Holdings
41.23%
Annual Yield % from dividends
5.31
Returns for 10 years
34.42