| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
3
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 07.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 07.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.01 |
| Management | 0.525 |
| Redemption |
Updated 07.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.52 |
| Net Expense Ratio: Annual Report | 1.67 |
| Net Expense Ratio: Prospectus | 1.7 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $836.00 |
| 5-Year | $1,023.00 |
| 10-Year | $1,796.00 |
Purchase Information
Updated 07.29.2011
| Minimum Investments | |
|---|---|
| Initial | $500.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $25.00 |
