Fund Existence
almost 25 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.21
Assets in Top Ten Holdings
165M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
112M
Number of Long Holdings
68.00
Number of Net Holdings
68.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
31.53%
Annual Yield % from dividends
0.95
Returns for 5 years
134.83
Returns for 10 years
56.84