Fund Existence
over 38 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.01
Assets in Top Ten Holdings
59.2M
Average Credit Quality
N/A
Average Effective Duration
6.68
Average Effective Maturity
8.83
Fund Share Class Net Assets
12.2M
Number of Long Holdings
455.00
Number of Net Holdings
455.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
21.36%
Annual Yield % from dividends
1.38
Returns for 10 years
21.06