Fund Existence
almost 20 years
Min. Initial Investment IRA
500
Morningstar Category
Moderately Conservative Allocation
Annual Report Gross Expense Ratio
1.03
Assets in Top Ten Holdings
134M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
38M
Number of Long Holdings
978.00
Number of Net Holdings
980.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
26.31%
Annual Yield % from dividends
4.35
Returns for 10 years
41.76