Fund Existence
almost 38 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.86
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
5.59M
Number of Long Holdings
87.00
Number of Net Holdings
87.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
21.03%
Annual Yield % from dividends
1.16
Returns for 5 years
-23.92