| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.75 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.65 |
| Net Expense Ratio: Annual Report | 1.17 |
| Net Expense Ratio: Prospectus | 1.18 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $904.00 |
| 5-Year | $1,163.00 |
| 10-Year | $1,903.00 |
Purchase Information
Updated 02.28.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $250.00 |
| Additional IRA | $25.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
