| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D-
(Sell)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.25 |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.125 |
| Management | 0.4 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.45 |
| Management | 0.4 |
| Net Expense Ratio: Annual Report | 0.77 |
| Net Expense Ratio: Prospectus | 0.77 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $728.00 |
| 5-Year | $975.00 |
| 10-Year | $1,680.00 |
Purchase Information
Updated 04.08.2013
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $250.00 |
| Initial IRA | $250.00 |
| Additional IRA | $250.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $25.00 |
