| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
3
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Fees
Updated 03.26.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.75 |
| Deferred |
Updated 03.26.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.1 |
| Redemption |
Updated 03.26.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.1 |
| Net Expense Ratio: Annual Report | 1.6 |
| Net Expense Ratio: Prospectus | 1.6 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $956.00 |
| 5-Year | $1,304.00 |
| 10-Year | $2,284.00 |
Purchase Information
Updated 03.26.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $2,500.00 |
| Additional AIP | $50.00 |
