Fund Existence
almost 14 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Conservative Allocation
Annual Report Gross Expense Ratio
1.09
Assets in Top Ten Holdings
142M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
28.3M
Number of Long Holdings
23.00
Number of Net Holdings
23.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.45
Weighting Top Ten Holdings
85.54%
Annual Yield % from dividends
2.77
Returns for 10 years
11.17