| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.108 |
| Management | 0.8 |
| Redemption | 2.0 |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.0 |
| Management | 0.8 |
| Net Expense Ratio: Annual Report | 1.4 |
| Net Expense Ratio: Prospectus | 1.45 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,007.00 |
| 5-Year | $1,322.00 |
| 10-Year | $2,762.00 |
Purchase Information
Updated 02.29.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $250.00 |
