Fund Existence
almost 20 years
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.26
Assets in Top Ten Holdings
1.54B
Average Effective Duration
4.87
Average Effective Maturity
7.11
Fund Share Class Net Assets
1.98B
Number of Long Holdings
2245.00
Number of Net Holdings
2251.00
Number of Short Holdings
6.00
Prospectus Acquired Expense Ratio
0.29
Weighting Top Ten Holdings
64.05%
Annual Yield % from dividends
2.27
Returns for 10 years
34.71