Fund Existence
over 17 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Conservative Allocation
Annual Report Gross Expense Ratio
3.76
Assets in Top Ten Holdings
6.94M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
2.61M
Number of Long Holdings
52.00
Number of Net Holdings
52.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.62
Weighting Top Ten Holdings
44.23%
Annual Yield % from dividends
5.38
Returns for 10 years
131.89