| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 05.14.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 3.75 |
| Deferred |
Updated 05.14.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.4 |
| Management | 0.64 |
| Redemption |
Updated 05.14.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.04 |
| Net Expense Ratio: Annual Report | 1.29 |
| Net Expense Ratio: Prospectus | 1.31 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $775.00 |
| 5-Year | $1,066.00 |
| 10-Year | $1,895.00 |
Purchase Information
Updated 07.31.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
