| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
3
4
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 07.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.25 |
| Deferred |
Updated 07.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.01 |
| Management | 0.525 |
| Redemption |
Updated 07.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.52 |
| Net Expense Ratio: Annual Report | 0.87 |
| Net Expense Ratio: Prospectus | 0.9 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $700.00 |
| 5-Year | $902.00 |
| 10-Year | $1,486.00 |
Purchase Information
Updated 07.29.2011
| Minimum Investments | |
|---|---|
| Initial | $500.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $25.00 |
