Fund Existence
over 27 years
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Annual Report Gross Expense Ratio
1.86
Assets in Top Ten Holdings
519M
Average Effective Duration
N/A
Average Effective Maturity
7.86
Fund Share Class Net Assets
47M
Number of Long Holdings
613.00
Number of Net Holdings
613.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
33.53%
Annual Yield % from dividends
0.52
Returns for 3 years
-13.11
Returns for 5 years
-24.21