Fund Existence
almost 28 years
Min. Initial Investment
1000
Min. Initial Investment IRA
250
Morningstar Category
Moderately Conservative Allocation
Annual Report Gross Expense Ratio
1.71
Assets in Top Ten Holdings
204M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
151M
Number of Long Holdings
598.00
Number of Net Holdings
612.00
Number of Short Holdings
14.00
Prospectus Acquired Expense Ratio
0.03
Weighting Top Ten Holdings
42.74%
Annual Yield % from dividends
3.58
Returns for 10 years
46.12