| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Fees
Updated 11.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.25 |
| Deferred |
Updated 11.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.625 |
| Redemption |
Updated 11.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.15 |
| Management | 0.47 |
| Net Expense Ratio: Annual Report | 0.76 |
| Net Expense Ratio: Prospectus | 0.77 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $663.00 |
| 5-Year | $839.00 |
| 10-Year | $1,349.00 |
Purchase Information
Updated 10.01.2011
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | $250.00 |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP |














