Fund Existence
almost 14 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.37
Assets in Top Ten Holdings
43.3M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
23.4M
Number of Long Holdings
116.00
Number of Net Holdings
116.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
12.30%
Annual Yield % from dividends
1.20
Returns for 3 years
-12.67
Returns for 10 years
37.38