| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
1
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.25 |
| Redemption | 2.0 |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.4 |
| Management | 1.25 |
| Net Expense Ratio: Annual Report | 3.39 |
| Net Expense Ratio: Prospectus | 4.41 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,833.00 |
| 5-Year | $2,684.00 |
| 10-Year | $4,856.00 |
Purchase Information
Updated 12.31.2012
| Minimum Investments | |
|---|---|
| Initial | $250.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $250.00 |
| Additional AIP | $100.00 |
