| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
1
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 04.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 04.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.8 |
| Redemption | 2.0 |
Updated 04.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.66 |
| Net Expense Ratio: Annual Report | 1.67 |
| Net Expense Ratio: Prospectus | 1.67 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $527.00 |
| 5-Year | $908.00 |
| 10-Year | $1,974.00 |
Purchase Information
Updated 04.01.2013
| Minimum Investments | |
|---|---|
| Initial | $5,000,000.00 |
| Additional | $50.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $5,000,000.00 |
| Additional AIP | $50.00 |
