| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.65 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.65 |
| Net Expense Ratio: Annual Report | 1.13 |
| Net Expense Ratio: Prospectus | 1.08 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $343.00 |
| 5-Year | $595.00 |
| 10-Year | $1,317.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
