| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
5
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Fees
Updated 01.25.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 01.25.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.765 |
| Redemption | 2.0 |
Updated 01.25.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.77 |
| Net Expense Ratio: Annual Report | 2.21 |
| Net Expense Ratio: Prospectus | 2.08 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $679.00 |
| 5-Year | $1,173.00 |
| 10-Year | $2,534.00 |
Purchase Information
Updated 10.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
