Fund Existence
about 9 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Annual Report Gross Expense Ratio
1.68
Assets in Top Ten Holdings
5.37M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
24.6M
Number of Long Holdings
151.00
Number of Net Holdings
151.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
16.41%
Annual Yield % from dividends
1.40
Returns for 5 years
106.19