| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
1
3
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.05 |
| Management | 0.75 |
| Redemption |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 2.73 |
| Net Expense Ratio: Prospectus | 2.78 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $907.00 |
| 5-Year | $1,558.00 |
| 10-Year | $3,302.00 |
Purchase Information
Updated 01.02.2013
| Minimum Investments | |
|---|---|
| Initial | $15,000.00 |
| Additional | |
| Initial IRA | $15,000.00 |
| Additional IRA | |
| Initial AIP | $15,000.00 |
| Additional AIP |
