Fund Existence
over 10 years
Min. Initial Investment
25000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.44
Assets in Top Ten Holdings
9.21M
Average Credit Quality
N/A
Average Effective Duration
5.67
Average Effective Maturity
8.40
Fund Share Class Net Assets
31.3M
Number of Long Holdings
57.00
Number of Net Holdings
57.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.88%
Annual Yield % from dividends
2.76
Returns for 10 years
28.56