| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.8 |
| Redemption | 1.0 |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.8 |
| Net Expense Ratio: Annual Report | 2.0 |
| Net Expense Ratio: Prospectus | 2.05 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,224.00 |
| 5-Year | $1,701.00 |
| 10-Year | $3,014.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $250.00 |
| Initial IRA | $2,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $250.00 |
