Fund Existence
over 35 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Annual Report Gross Expense Ratio
1.13
Assets in Top Ten Holdings
649M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
380M
Number of Long Holdings
123.00
Number of Net Holdings
124.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
19.92%
Annual Yield % from dividends
0.57
Returns for 10 years
-32.50