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
6.03
Average Effective Maturity
8.48
Fund Share Class Net Assets
13M
Number of Long Holdings
582.00
Number of Net Holdings
583.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.09
Weighting Top Ten Holdings
57.22%
Annual Yield % from dividends
0.79
Returns for 10 years
20.02