| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.003 |
| Management | 0.85 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 1.68 |
| Net Expense Ratio: Prospectus | 1.68 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,074.00 |
| 5-Year | $1,435.00 |
| 10-Year | $2,448.00 |
Purchase Information
Updated 10.31.2012
| Minimum Investments | |
|---|---|
| Initial | $500.00 |
| Additional | |
| Initial IRA | $500.00 |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $25.00 |
