| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.95 |
| Redemption | 1.0 |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.95 |
| Net Expense Ratio: Annual Report | 1.76 |
| Net Expense Ratio: Prospectus | 1.77 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $557.00 |
| 5-Year | $959.00 |
| 10-Year | $2,084.00 |
Purchase Information
Updated 07.29.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $100.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | |
| Additional AIP |
Contact Fund
USA Mutuals
Plaza Of The Americas
700 N Pearl Street, Suite 900
Dallas TX 75201
USA
