| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
1
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Fees
Updated 10.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 10.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.75 |
| Redemption |
Updated 10.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.61 |
| Net Expense Ratio: Annual Report | 1.12 |
| Net Expense Ratio: Prospectus | 1.13 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $359.00 |
| 5-Year | $622.00 |
| 10-Year | $1,375.00 |
Purchase Information
Updated 08.28.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $250.00 |
| Additional IRA | $25.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
