Fund Existence
over 11 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.32
Assets in Top Ten Holdings
47.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
1.98M
Number of Long Holdings
41.00
Number of Net Holdings
42.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.62%
Annual Yield % from dividends
1.06
Returns for 3 years
-11.74
Returns for 10 years
27.89