| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.06 |
| Management | 0.69 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 0.89 |
| Net Expense Ratio: Prospectus | 0.86 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $349.00 |
| 5-Year | $647.00 |
| 10-Year | $1,494.00 |
Purchase Information
Updated 07.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $0.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $0.00 |
| Initial AIP | $100.00 |
| Additional AIP | $50.00 |
