| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
1
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.35 |
| Management | 0.75 |
| Redemption | 2.0 |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 1.1 |
| Net Expense Ratio: Annual Report | 2.97 |
| Net Expense Ratio: Prospectus | 3.04 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,386.00 |
| 5-Year | $1,874.00 |
| 10-Year | $3,194.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | |
| Additional AIP |














