Fund Existence
about 85 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.07
Assets in Top Ten Holdings
147M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
589M
Number of Long Holdings
353.00
Number of Net Holdings
359.00
Number of Short Holdings
6.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.59%
Annual Yield % from dividends
1.70
Returns for 5 years
-10.30
Returns for 10 years
41.95