| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.85 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 2.83 |
| Net Expense Ratio: Prospectus | 2.45 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,141.00 |
| 5-Year | $1,560.00 |
| 10-Year | $2,826.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $250.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
