| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 02.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 02.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.05 |
| Management | 0.58 |
| Redemption |
Updated 02.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.2 |
| Management | 0.41 |
| Net Expense Ratio: Annual Report | 0.93 |
| Net Expense Ratio: Prospectus | 0.93 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $894.00 |
| 5-Year | $1,118.00 |
| 10-Year | $1,756.00 |
Purchase Information
Updated 02.01.2013
| Minimum Investments | |
|---|---|
| Initial | $250.00 |
| Additional | $50.00 |
| Initial IRA | $250.00 |
| Additional IRA | $50.00 |
| Initial AIP | |
| Additional AIP |
