| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
3
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 04.29.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 3.5 |
| Deferred |
Updated 04.29.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.3 |
| Redemption | 0.75 |
Updated 04.29.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.5 |
| Management | 0.56 |
| Net Expense Ratio: Annual Report | 1.46 |
| Net Expense Ratio: Prospectus | 1.48 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $802.00 |
| 5-Year | $1,130.00 |
| 10-Year | $2,057.00 |
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 |
