| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.01 |
| Management | 0.625 |
| Redemption |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.55 |
| Net Expense Ratio: Annual Report | 1.36 |
| Net Expense Ratio: Prospectus | 1.36 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,056.00 |
| 5-Year | $1,411.00 |
| 10-Year | $2,401.00 |
Purchase Information
Updated 07.29.2011
| Minimum Investments | |
|---|---|
| Initial | $500.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $25.00 |
