| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
4
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.05 |
| Management | 0.75 |
| Redemption |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.0 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 2.73 |
| Net Expense Ratio: Prospectus | 1.78 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $757.00 |
| 5-Year | $1,360.00 |
| 10-Year | $2,991.00 |
Purchase Information
Updated 01.02.2013
| Minimum Investments | |
|---|---|
| Initial | $15,000.00 |
| Additional | |
| Initial IRA | $15,000.00 |
| Additional IRA | |
| Initial AIP | $15,000.00 |
| Additional AIP |
