Fund Existence
over 20 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.93
Assets in Top Ten Holdings
16.1M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
31.1M
Number of Long Holdings
61.00
Number of Net Holdings
62.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
32.97%
Annual Yield % from dividends
2.34
Returns for 10 years
61.84