Fund Existence
over 23 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.15
Assets in Top Ten Holdings
497M
Average Credit Quality
N/A
Average Effective Duration
0.51
Average Effective Maturity
0.62
Fund Share Class Net Assets
623M
Number of Long Holdings
82.00
Number of Net Holdings
83.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
40.72%
Annual Yield % from dividends
1.50
Returns for 10 years
12.97