Fund Existence
over 24 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.91
Assets in Top Ten Holdings
497M
Average Credit Quality
N/A
Average Effective Duration
0.52
Average Effective Maturity
0.67
Fund Share Class Net Assets
27.4M
Number of Long Holdings
81.00
Number of Net Holdings
81.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
41.78%
Annual Yield % from dividends
1.25
Returns for 10 years
34.36