| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 01.25.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 01.25.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.765 |
| Redemption | 2.0 |
Updated 01.25.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.77 |
| Net Expense Ratio: Annual Report | 1.22 |
| Net Expense Ratio: Prospectus | 1.08 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $373.00 |
| 5-Year | $657.00 |
| 10-Year | $1,465.00 |
Purchase Information
Updated 10.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
