Fund Existence
almost 13 years
Min. Initial Investment
50000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.46
Assets in Top Ten Holdings
9.62M
Average Credit Quality
N/A
Average Effective Duration
1.36
Average Effective Maturity
2.46
Fund Share Class Net Assets
26M
Number of Long Holdings
52.00
Number of Net Holdings
53.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.09%
Annual Yield % from dividends
1.64
Returns for 10 years
30.92