Fund Existence
over 22 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.17
Assets in Top Ten Holdings
95.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
54.2M
Number of Long Holdings
60.00
Number of Net Holdings
60.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
28.70%
Annual Yield % from dividends
1.29
Returns for 5 years
130.03
Returns for 10 years
140.12