Fund Existence
almost 13 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.38
Assets in Top Ten Holdings
119M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
8.29M
Number of Long Holdings
30.00
Number of Net Holdings
31.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
65.53%
Annual Yield % from dividends
1.94
Returns for 5 years
-11.77
Returns for 10 years
-7.07