Fund Existence
over 20 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Annual Report Gross Expense Ratio
3.03
Assets in Top Ten Holdings
2.68M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
24.5M
Number of Long Holdings
55.00
Number of Net Holdings
55.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
39.55%
Annual Yield % from dividends
1.34
Returns for 10 years
83.58