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
5.02
Average Effective Maturity
7.82
Fund Share Class Net Assets
33.8M
Number of Long Holdings
62.00
Number of Net Holdings
62.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.77%
Annual Yield % from dividends
2.52
Returns for 10 years
57.92