Fund Existence
over 23 years
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.22
Assets in Top Ten Holdings
204M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
40.3M
Number of Long Holdings
316.00
Number of Net Holdings
316.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
20.88%
Annual Yield % from dividends
2.87
Returns for 3 years
-14.70