| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.25 |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.55 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.55 |
| Net Expense Ratio: Annual Report | 0.97 |
| Net Expense Ratio: Prospectus | 0.98 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $751.00 |
| 5-Year | $990.00 |
| 10-Year | $1,675.00 |
Purchase Information
Updated 04.24.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
