| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Fees
Updated 10.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 10.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.75 |
| Redemption |
Updated 10.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 2.09 |
| Net Expense Ratio: Prospectus | 2.09 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $955.00 |
| 5-Year | $1,324.00 |
| 10-Year | $2,229.00 |
Purchase Information
Updated 08.28.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $250.00 |
| Additional IRA | $25.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
