| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.0 |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.12 |
| Management | 0.75 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.15 |
| Net Expense Ratio: Prospectus | 1.16 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $850.00 |
| 5-Year | $1,106.00 |
| 10-Year | $1,839.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | |
| Initial IRA | $5,000.00 |
| Additional IRA | |
| Initial AIP | $5,000.00 |
| Additional AIP | $25.00 |
