Fund Existence
about 13 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.61
Assets in Top Ten Holdings
39.7M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
27.9M
Number of Long Holdings
42.00
Number of Net Holdings
43.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
32.39%
Annual Yield % from dividends
0.44
Returns for 10 years
20.36