Fund Existence
over 26 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.87
Assets in Top Ten Holdings
147M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
5.44M
Number of Long Holdings
347.00
Number of Net Holdings
347.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.18%
Annual Yield % from dividends
1.30
Returns for 5 years
-22.12
Returns for 10 years
32.10