Fund Existence
almost 14 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Annual Report Gross Expense Ratio
1.35
Assets in Top Ten Holdings
53.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
127M
Number of Long Holdings
49.00
Number of Net Holdings
49.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
44.39%
Annual Yield % from dividends
1.19
Returns for 10 years
92.55