| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 1.25 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.75 |
| Management | 1.25 |
| Net Expense Ratio: Annual Report | 2.48 |
| Net Expense Ratio: Prospectus | 2.37 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,442.00 |
| 5-Year | $2,622.00 |
| 10-Year | $5,481.00 |
Purchase Information
Updated 02.28.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $25.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $25.00 |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
