| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.5 |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.55 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.55 |
| Net Expense Ratio: Annual Report | 1.11 |
| Net Expense Ratio: Prospectus | 1.13 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $793.00 |
| 5-Year | $1,044.00 |
| 10-Year | $1,763.00 |
Purchase Information
Updated 05.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $100.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
