Fund Existence
over 15 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.45
Assets in Top Ten Holdings
107M
Average Credit Quality
N/A
Average Effective Duration
0.13
Average Effective Maturity
0.13
Fund Share Class Net Assets
1.95M
Number of Long Holdings
87.00
Number of Net Holdings
87.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
50.74%
Annual Yield % from dividends
1.08
Returns for 5 years
-11.05
Returns for 10 years
-4.50