| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Fees
Updated 04.30.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.75 |
| Deferred |
Updated 04.30.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.025 |
| Management | 0.59 |
| Redemption |
Updated 04.30.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.3 |
| Management | 0.58 |
| Net Expense Ratio: Annual Report | 1.06 |
| Net Expense Ratio: Prospectus | 1.04 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $790.00 |
| 5-Year | $1,022.00 |
| 10-Year | $1,686.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
