Fund Existence
almost 11 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.20
Assets in Top Ten Holdings
337M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
22.4M
Number of Long Holdings
68.00
Number of Net Holdings
68.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
22.56%
Annual Yield % from dividends
1.08
Returns for 3 years
-13.74
Returns for 10 years
-8.61