| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
4
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 12.14.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 12.14.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.31 |
| Management | 0.65 |
| Redemption |
Updated 12.14.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.75 |
| Management | 0.65 |
| Net Expense Ratio: Annual Report | 1.92 |
| Net Expense Ratio: Prospectus | 1.92 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $614.00 |
| 5-Year | $1,069.00 |
| 10-Year | $2,332.00 |
Purchase Information
Updated 12.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | $250.00 |
| Additional IRA | $100.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
