| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 02.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.5 |
| Deferred |
Updated 02.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.125 |
| Management | 0.875 |
| Redemption | 1.0 |
Updated 02.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.68 |
| Net Expense Ratio: Annual Report | 1.29 |
| Net Expense Ratio: Prospectus | 1.29 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $841.00 |
| 5-Year | $1,126.00 |
| 10-Year | $1,936.00 |
Purchase Information
Updated 02.01.2012
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $100.00 |
