Fund Existence
over 35 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Annual Report Gross Expense Ratio
1.21
Assets in Top Ten Holdings
22.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
54.3M
Number of Long Holdings
36.00
Number of Net Holdings
36.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
57.60%
Annual Yield % from dividends
0.23
Returns for 5 years
143.63
Returns for 10 years
47.25