| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
1
3
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.5 |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 1.0 |
| Redemption |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.75 |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 2.24 |
| Net Expense Ratio: Prospectus | 2.25 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,139.00 |
| 5-Year | $1,465.00 |
| 10-Year | $2,532.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $1,500.00 |
| Additional | $100.00 |
| Initial IRA | $250.00 |
| Additional IRA | $100.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
