| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
5
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 01.11.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 01.11.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.01 |
| Management | 0.7 |
| Redemption |
Updated 01.11.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.7 |
| Net Expense Ratio: Annual Report | 2.36 |
| Net Expense Ratio: Prospectus | 2.36 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,036.00 |
| 5-Year | $1,360.00 |
| 10-Year | $2,432.00 |
Purchase Information
Updated 07.29.2011
| Minimum Investments | |
|---|---|
| Initial | $500.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $25.00 |
