| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 11.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.75 |
| Deferred |
Updated 11.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.07 |
| Management | 0.43 |
| Redemption |
Updated 11.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.43 |
| Net Expense Ratio: Annual Report | 0.85 |
| Net Expense Ratio: Prospectus | 0.86 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $755.00 |
| 5-Year | $968.00 |
| 10-Year | $1,582.00 |
Purchase Information
Updated 10.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $100.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
