| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
2
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Fees
Updated 04.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 04.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.04 |
| Management | 0.75 |
| Redemption |
Updated 04.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.23 |
| Net Expense Ratio: Prospectus | 0.85 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $887.00 |
| 5-Year | $1,155.00 |
| 10-Year | $1,920.00 |
Purchase Information
Updated 09.27.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | $1,000.00 |
| Additional IRA | |
| Initial AIP | $250.00 |
| Additional AIP | $50.00 |
