Fund Existence
about 10 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
0.93
Assets in Top Ten Holdings
42.4M
Average Credit Quality
N/A
Average Effective Duration
3.35
Average Effective Maturity
6.30
Fund Share Class Net Assets
283M
Number of Long Holdings
76.00
Number of Net Holdings
76.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.99%
Annual Yield % from dividends
2.52
Returns for 10 years
73.18