Fund Existence
over 29 years
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Annual Report Gross Expense Ratio
1.01
Assets in Top Ten Holdings
156M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
430M
Number of Long Holdings
55.00
Number of Net Holdings
55.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
36.91%
Annual Yield % from dividends
0.51
Returns for 3 years
-11.57
Returns for 10 years
42.89