| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
1
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Fees
Updated 04.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 04.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.85 |
| Redemption |
Updated 04.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.74 |
| Net Expense Ratio: Annual Report | 1.99 |
| Net Expense Ratio: Prospectus | 2.0 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,167.00 |
| 5-Year | $1,592.00 |
| 10-Year | $2,765.00 |
Purchase Information
Updated 04.01.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $50.00 |
