| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
2
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.1 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.1 |
| Net Expense Ratio: Annual Report | 1.61 |
| Net Expense Ratio: Prospectus | 1.59 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,034.00 |
| 5-Year | $1,388.00 |
| 10-Year | $2,383.00 |
Purchase Information
Updated 02.28.2013
| Minimum Investments | |
|---|---|
| Initial | $25,000.00 |
| Additional | |
| Initial IRA | $25,000.00 |
| Additional IRA | |
| Initial AIP | |
| Additional AIP |













