| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 1.425 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.5 |
| Management | 1.43 |
| Net Expense Ratio: Annual Report | 1.95 |
| Net Expense Ratio: Prospectus | 1.96 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $748.00 |
| 5-Year | $1,280.00 |
| 10-Year | $2,736.00 |
Purchase Information
Updated 12.31.2012
| Minimum Investments | |
|---|---|
| Initial | $250.00 |
| Additional | $100.00 |
| Initial IRA | $250.00 |
| Additional IRA | $100.00 |
| Initial AIP | |
| Additional AIP |
