| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
4
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 05.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 05.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.75 |
| Redemption | 2.0 |
Updated 05.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 2.43 |
| Net Expense Ratio: Prospectus | 2.55 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $883.00 |
| 5-Year | $1,534.00 |
| 10-Year | $3,277.00 |
Purchase Information
Updated 05.01.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $500.00 |
| Initial IRA | $100.00 |
| Additional IRA | $50.00 |
| Initial AIP | $100.00 |
| Additional AIP | $50.00 |
