| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
1
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 01.11.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 01.11.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 1.2 |
| Redemption | 2.0 |
Updated 01.11.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.16 |
| Net Expense Ratio: Annual Report | 1.44 |
| Net Expense Ratio: Prospectus | 1.35 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $469.00 |
| 5-Year | $818.00 |
| 10-Year | $1,802.00 |
Purchase Information
Updated 07.31.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $250.00 |
| Additional AIP | $50.00 |
