Fund Existence
almost 15 years
Min. Initial Investment
1500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
2.14
Assets in Top Ten Holdings
10M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
1.18M
Number of Long Holdings
23.00
Number of Net Holdings
23.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.02
Weighting Top Ten Holdings
55.04%
Annual Yield % from dividends
0.30
Returns for 10 years
17.99