| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
1
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
Fund Fees
Updated 09.29.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 09.29.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.3 |
| Redemption | 0.75 |
Updated 09.29.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.56 |
| Net Expense Ratio: Annual Report | 1.39 |
| Net Expense Ratio: Prospectus | 1.4 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,155.00 |
| 5-Year | $1,571.00 |
| 10-Year | $2,729.00 |
Purchase Information
Updated 09.29.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | |
| Initial IRA | $500.00 |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
