| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.5 |
| Management | 0.45 |
| Redemption | 2.0 |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.45 |
| Net Expense Ratio: Annual Report | 0.96 |
| Net Expense Ratio: Prospectus | 0.96 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $531.00 |
| 5-Year | $775.00 |
| 10-Year | $1,475.00 |
Purchase Information
Updated 02.14.2013
| Minimum Investments | |
|---|---|
| Initial | $50,000.00 |
| Additional | |
| Initial IRA | $50,000.00 |
| Additional IRA | |
| Initial AIP | $50,000.00 |
| Additional AIP | $50.00 |
