Fund Existence
about 14 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Global Moderate Allocation
Annual Report Gross Expense Ratio
2.37
Assets in Top Ten Holdings
4.53M
Average Credit Quality
N/A
Average Effective Duration
0.98
Average Effective Maturity
1.12
Fund Share Class Net Assets
2.06M
Number of Long Holdings
73.00
Number of Net Holdings
73.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
30.87%
Annual Yield % from dividends
4.24
Returns for 10 years
37.72