| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 05.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.0 |
| Deferred |
Updated 05.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.6 |
| Redemption | 2.0 |
Updated 05.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.6 |
| Net Expense Ratio: Annual Report | 1.38 |
| Net Expense Ratio: Prospectus | 1.43 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $930.00 |
| 5-Year | $1,243.00 |
| 10-Year | $2,127.00 |
Purchase Information
Updated 05.01.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $500.00 |
| Initial IRA | $100.00 |
| Additional IRA | $50.00 |
| Initial AIP | $100.00 |
| Additional AIP | $50.00 |
