Fund Existence
over 19 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
38.3M
Number of Long Holdings
992.00
Number of Net Holdings
993.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
24.70%
Annual Yield % from dividends
4.48
Returns for 10 years
36.81