| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 04.29.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 04.29.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.3 |
| Redemption | 0.75 |
Updated 04.29.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.56 |
| Net Expense Ratio: Annual Report | 1.92 |
| Net Expense Ratio: Prospectus | 1.93 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $906.00 |
| 5-Year | $1,242.00 |
| 10-Year | $1,968.00 |
Purchase Information
Updated 04.29.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | |
| Initial IRA | $500.00 |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
