Fund Existence
about 11 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.38
Assets in Top Ten Holdings
81.3M
Average Credit Quality
N/A
Average Effective Duration
2.96
Average Effective Maturity
4.52
Fund Share Class Net Assets
25.2M
Number of Long Holdings
36.00
Number of Net Holdings
36.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
50.23%
Annual Yield % from dividends
5.23
Returns for 10 years
45.76