| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
2
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 09.28.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 09.28.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.75 |
| Redemption |
Updated 09.28.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.35 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.35 |
| Net Expense Ratio: Prospectus | 1.35 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,042.00 |
| 5-Year | $1,402.00 |
| 10-Year | $2,412.00 |
Purchase Information
Updated 09.28.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | $250.00 |
| Additional IRA | |
| Initial AIP | |
| Additional AIP |
