| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 1.1 |
| Redemption | 1.0 |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.9 |
| Net Expense Ratio: Prospectus | 1.9 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,114.00 |
| 5-Year | $1,520.00 |
| 10-Year | $2,650.00 |
Purchase Information
Updated 11.28.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
