Fund Existence
almost 17 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
2.38
Assets in Top Ten Holdings
13.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
2.91M
Number of Long Holdings
71.00
Number of Net Holdings
72.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
59.34%
Annual Yield % from dividends
0.73
Returns for 5 years
164.74
Returns for 10 years
184.24