Fund Existence
almost 12 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Tactical Allocation
Annual Report Gross Expense Ratio
1.52
Assets in Top Ten Holdings
55.7M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
4.26M
Number of Long Holdings
100.00
Number of Net Holdings
100.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.18
Weighting Top Ten Holdings
38.63%
Annual Yield % from dividends
3.58
Returns for 10 years
58.15