| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 12.21.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 12.21.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.0011 |
| Management | 0.85 |
| Redemption | 2.0 |
Updated 12.21.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 1.05 |
| Net Expense Ratio: Prospectus | 1.05 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $354.00 |
| 5-Year | $640.00 |
| 10-Year | $1,456.00 |
Purchase Information
Updated 12.21.2012
| Minimum Investments | |
|---|---|
| Initial | $500,000.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $500,000.00 |
| Additional AIP | $50.00 |
