Fund Existence
over 17 years
Min. Initial Investment IRA
500
Morningstar Category
Moderately Conservative Allocation
Annual Report Gross Expense Ratio
1.03
Assets in Top Ten Holdings
437M
Average Effective Duration
6.40
Average Effective Maturity
9.10
Fund Share Class Net Assets
14.2M
Number of Long Holdings
6784.00
Number of Net Holdings
6820.00
Number of Short Holdings
36.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
22.52%
Annual Yield % from dividends
2.16
Returns for 10 years
35.42