| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
1
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Fees
Updated 12.15.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 12.15.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.26 |
| Management | 1.0 |
| Redemption |
Updated 12.15.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.26 |
| Net Expense Ratio: Annual Report | 1.5 |
| Net Expense Ratio: Prospectus | 1.51 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,025.00 |
| 5-Year | $1,504.00 |
| 10-Year | $2,822.00 |
Purchase Information
Updated 12.15.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
