| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
2
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Fees
Updated 03.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 3.75 |
| Deferred |
Updated 03.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.65 |
| Redemption | 2.0 |
Updated 03.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.58 |
| Net Expense Ratio: Prospectus | 1.07 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $807.00 |
| 5-Year | $1,157.00 |
| 10-Year | $2,141.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $100.00 |
| Additional AIP | $50.00 |
