Fund Existence
over 12 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Annual Report Gross Expense Ratio
2.08
Assets in Top Ten Holdings
6.81M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
3.24M
Number of Long Holdings
53.00
Number of Net Holdings
53.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
50.10%
Annual Yield % from dividends
1.03
Returns for 5 years
103.74
Returns for 10 years
165.10