Fund Existence
over 27 years
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
0.97
Assets in Top Ten Holdings
28.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
76.5M
Number of Long Holdings
62.00
Number of Net Holdings
62.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
35.67%
Annual Yield % from dividends
0.97
Returns for 5 years
119.00
Returns for 10 years
16.88