Fund Existence
about 13 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.47
Assets in Top Ten Holdings
61.5M
Average Effective Duration
4.53
Average Effective Maturity
5.92
Fund Share Class Net Assets
117M
Number of Long Holdings
144.00
Number of Net Holdings
145.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
37.55%
Annual Yield % from dividends
0.09
Returns for 10 years
35.21