Fund Existence
over 20 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Annual Report Gross Expense Ratio
1.59
Assets in Top Ten Holdings
2.31M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
2.82M
Number of Long Holdings
115.00
Number of Net Holdings
116.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
21.79%
Annual Yield % from dividends
0.90
Returns for 5 years
160.67
Returns for 10 years
66.14