Fund Existence
over 35 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.45
Assets in Top Ten Holdings
107M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
172M
Number of Long Holdings
71.00
Number of Net Holdings
72.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
51.73%
Annual Yield % from dividends
0.53
Returns for 3 years
-14.92
Returns for 5 years
-11.54
Returns for 10 years
-41.12