| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
2
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 3.25 |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.95 |
| Redemption |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.93 |
| Net Expense Ratio: Annual Report | 1.39 |
| Net Expense Ratio: Prospectus | 1.39 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $751.00 |
| 5-Year | $1,061.00 |
| 10-Year | $1,939.00 |
Purchase Information
Updated 12.03.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $500.00 |
| Initial IRA | $1,500.00 |
| Additional IRA | $500.00 |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
