Fund Existence
over 4 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Conservative Allocation
Annual Report Gross Expense Ratio
2.43
Assets in Top Ten Holdings
32.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
2.61M
Number of Long Holdings
97.00
Number of Net Holdings
100.00
Number of Short Holdings
3.00
Prospectus Acquired Expense Ratio
0.02
Weighting Top Ten Holdings
35.62%
Annual Yield % from dividends
6.34
Returns for 10 years
53.83