Fund Existence
over 13 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.35
Assets in Top Ten Holdings
53.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
102M
Number of Long Holdings
41.00
Number of Net Holdings
41.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
48.77%
Annual Yield % from dividends
1.38
Returns for 3 years
-16.95
Returns for 10 years
29.86