Fund Existence
over 11 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.71
Assets in Top Ten Holdings
146M
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
89.9M
Number of Long Holdings
201.00
Number of Net Holdings
201.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
22.08%
Annual Yield % from dividends
2.57
Returns for 10 years
98.73