| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
1
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 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 | 0.2 |
| Management | 1.25 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.25 |
| Net Expense Ratio: Annual Report | 2.75 |
| Net Expense Ratio: Prospectus | 2.75 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,379.00 |
| 5-Year | $1,946.00 |
| 10-Year | $3,478.00 |
Purchase Information
Updated 07.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
