Fund Existence
about 18 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Annual Report Gross Expense Ratio
1.43
Assets in Top Ten Holdings
74.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
44.6M
Number of Long Holdings
46.00
Number of Net Holdings
47.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
47.28%
Annual Yield % from dividends
0.90
Returns for 5 years
104.70
Returns for 10 years
176.11