| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.75 |
| Redemption |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.05 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.04 |
| Net Expense Ratio: Prospectus | 1.11 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $989.00 |
| 5-Year | $1,309.00 |
| 10-Year | $2,211.00 |
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 |
