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
45.8M
Number of Long Holdings
40.00
Number of Net Holdings
40.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
48.16%
Annual Yield % from dividends
0.90
Returns for 5 years
104.68
Returns for 10 years
198.41