Fund Existence
about 20 years
Min. Initial Investment IRA
500
Morningstar Category
Moderately Conservative Allocation
Annual Report Gross Expense Ratio
1.77
Assets in Top Ten Holdings
134M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
6.27M
Number of Long Holdings
997.00
Number of Net Holdings
998.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
24.93%
Annual Yield % from dividends
3.85
Returns for 10 years
41.90