Fund Existence
almost 20 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.69
Assets in Top Ten Holdings
101M
Average Effective Duration
N/A
Average Effective Maturity
7.08
Fund Share Class Net Assets
28.1M
Number of Long Holdings
808.00
Number of Net Holdings
818.00
Number of Short Holdings
10.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
23.70%
Annual Yield % from dividends
1.11
Returns for 10 years
38.89