| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.75 |
| Redemption |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 0.96 |
| Net Expense Ratio: Prospectus | 0.85 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $329.00 |
| 5-Year | $591.00 |
| 10-Year | $1,339.00 |
Purchase Information
Updated 07.31.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $250.00 |
| Additional AIP | $50.00 |
