| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Fees
Updated 11.28.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.25 |
| Deferred |
Updated 11.28.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.025 |
| Management | 1.15 |
| Redemption |
Updated 11.28.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.15 |
| Net Expense Ratio: Annual Report | 1.5 |
| Net Expense Ratio: Prospectus | 1.51 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,092.00 |
| 5-Year | $1,539.00 |
| 10-Year | $2,775.00 |
Purchase Information
Updated 04.24.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
