| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.6 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.55 |
| Net Expense Ratio: Annual Report | 0.66 |
| Net Expense Ratio: Prospectus | 0.67 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $214.00 |
| 5-Year | $373.00 |
| 10-Year | $835.00 |
Purchase Information
Updated 02.28.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $150.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $150.00 |
| Initial AIP | $2,000.00 |
| Additional AIP | $150.00 |
