Fund Existence
almost 35 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.12
Assets in Top Ten Holdings
166M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
377M
Number of Long Holdings
94.00
Number of Net Holdings
95.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
20.08%
Annual Yield % from dividends
1.74
Returns for 5 years
-10.59
Returns for 10 years
18.00