Fund Existence
over 14 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
43.7M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
2.3M
Number of Long Holdings
26.00
Number of Net Holdings
26.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
61.37%
Annual Yield % from dividends
0.00
Returns for 5 years
109.04
Returns for 10 years
106.46