Fund Existence
over 16 years
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.14
Assets in Top Ten Holdings
204M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
4.16M
Number of Long Holdings
344.00
Number of Net Holdings
345.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
20.22%
Annual Yield % from dividends
3.23
Returns for 3 years
-16.60
Returns for 5 years
-14.45
Returns for 10 years
-10.71