| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 01.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 4.5 |
Updated 01.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.75 |
| Redemption |
Updated 01.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.73 |
| Net Expense Ratio: Annual Report | 2.07 |
| Net Expense Ratio: Prospectus | 2.08 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,002.00 |
| 5-Year | $1,319.00 |
| 10-Year | $2,211.00 |
Purchase Information
Updated 04.24.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
