Fund Existence
over 23 years
Min. Initial Investment
1000
Min. Initial Investment IRA
250
Morningstar Category
Tactical Allocation
Annual Report Gross Expense Ratio
2.47
Assets in Top Ten Holdings
16.1M
Average Credit Quality
N/A
Average Effective Duration
0.34
Average Effective Maturity
0.35
Fund Share Class Net Assets
125K
Number of Long Holdings
177.00
Number of Net Holdings
178.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.95%
Annual Yield % from dividends
2.50
Returns for 10 years
61.86