Fund Existence
over 40 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Aggressive Allocation
Annual Report Gross Expense Ratio
1.77
Assets in Top Ten Holdings
16.1M
Average Effective Duration
N/A
Average Effective Maturity
8.43
Fund Share Class Net Assets
12.8M
Number of Long Holdings
624.00
Number of Net Holdings
625.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.09
Weighting Top Ten Holdings
55.22%
Annual Yield % from dividends
0.79
Returns for 10 years
16.69