Fund Existence
almost 15 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.78
Assets in Top Ten Holdings
12.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
1.32M
Number of Long Holdings
71.00
Number of Net Holdings
71.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
22.84%
Annual Yield % from dividends
0.41
Returns for 3 years
-13.99
Returns for 10 years
-5.83