| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
2
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D-
(Sell)
|
Fund Fees
Updated 05.02.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 2.25 |
| Deferred |
Updated 05.02.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.575 |
| Redemption |
Updated 05.02.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.66 |
| Net Expense Ratio: Annual Report | 1.08 |
| Net Expense Ratio: Prospectus | 1.01 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $664.00 |
| 5-Year | $984.00 |
| 10-Year | $1,889.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $0.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
