Fund Existence
almost 19 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Aggressive Allocation
Annual Report Gross Expense Ratio
1.34
Assets in Top Ten Holdings
21.6M
Average Credit Quality
N/A
Average Effective Duration
2.33
Average Effective Maturity
2.77
Fund Share Class Net Assets
11.4M
Number of Long Holdings
43.00
Number of Net Holdings
44.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
46.10%
Annual Yield % from dividends
3.97
Returns for 10 years
36.17