| Scorecard |
|---|
|
---
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
E-
(Sell)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 3.75 |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.4 |
| Management | 0.39 |
| Redemption |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.79 |
| Net Expense Ratio: Annual Report | 1.04 |
| Net Expense Ratio: Prospectus | 1.04 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $700.00 |
| 5-Year | $938.00 |
| 10-Year | $1,621.00 |
Purchase Information
Updated 07.31.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
